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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 | $88,982+88.3% | $102,438+63.5% | $77,671+115.7% |
| Participation rate | 88.3% | 80.9%+7.4pp | 76.5%+11.9pp | 70.6%+17.8pp |
| Annual return | 17.30% | 25.01%-7.7pp | 29.37%-12.1pp | 31.21%-13.9pp |
| Employer contribution / active EE | $4,164 | $2,698+54.3% | $3,024+37.7% | $2,726+52.7% |
| Participant deferral / active EE | $6,733 | $5,144+30.9% | $5,054+33.2% | $4,648+44.9% |
| Admin fee / account holder | $196 | $236-17.0% | $9,448-97.9% | $430-54.6% |