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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $59,982 |
USI CONSULTING GROUP3+ years Service code 37 · EIN 06-1053228 | Loan Processing | $25,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,522 | $89,123+88.0% | $102,460+63.5% | $77,762+115.4% |
| Participation rate | 88.3% | 80.9%+7.4pp | 76.5%+11.8pp | 70.6%+17.8pp |
| Annual return | 17.30% | 25.05%-7.7pp | 29.47%-12.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $4,164 | $2,700+54.2% | $3,025+37.6% | $2,728+52.6% |
| Participant deferral / active EE | $6,733 | $5,148+30.8% | $5,056+33.2% | $4,651+44.8% |
| Admin fee / account holder | $196 | $236-17.1% | $9,460-97.9% | $433-54.8% |