Filed February 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $10,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,034 | $91,406-29.9% | $130,062-50.8% | $74,473-14.0% |
| Participation rate | 92.2% | 77.8%+14.4pp | 78.5%+13.7pp | 70.7%+21.5pp |
| Annual return | 14.20% | 23.21%-9.0pp | -137.37%+151.6pp | 34.36%-20.2pp |
| Employer contribution / active EE | $2,793 | $2,565+8.9% | $4,322-35.4% | $2,638+5.9% |
| Participant deferral / active EE | $5,845 | $4,724+23.7% | $5,821+0.4% | $4,530+29.0% |
| Admin fee / account holder | $27 | $283-90.5% | $10,601-99.7% | $347-92.2% |