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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,125 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,756 | $57,096-7.6% | $94,229-44.0% | $55,191-4.4% |
| Participation rate | 84.5% | 75.7%+8.8pp | 78.8%+5.7pp | 69.2%+15.3pp |
| Annual return | 0.23% | 159.65%-159.4pp | 10.68%-10.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,323 | $1,708+36.0% | $3,587-35.2% | $1,899+22.3% |
| Participant deferral / active EE | $3,317 | $3,165+4.8% | $4,320-23.2% | $3,046+8.9% |
| Admin fee / account holder | $33 | $89-62.6% | $6,269-99.5% | $91-63.2% |