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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $112,202 |
USI CONSULTING GROUP4 years Service code 64 · EIN 06-1053228 | Recordkeeping Fees | $71,254 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,575 | $59,093+7.6% | $97,295-34.7% | $77,762-18.2% |
| Participation rate | 94.2% | 67.8%+26.4pp | 72.7%+21.5pp | 70.6%+23.6pp |
| Annual return | 18.42% | 16.93%+1.5pp | 75.62%-57.2pp | 31.27%-12.9pp |
| Employer contribution / active EE | $2,035 | $1,727+17.8% | $2,723-25.3% | $2,728-25.4% |
| Participant deferral / active EE | $6,674 | $3,901+71.1% | $4,264+56.5% | $4,651+43.5% |
| Admin fee / account holder | $278 | $346-19.7% | $5,646-95.1% | $433-35.8% |