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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $8,328 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,318 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,114 | $71,666-10.5% | $117,861-45.6% | $69,631-7.9% |
| Participation rate | 96.9% | 77.5%+19.4pp | 79.7%+17.3pp | 70.7%+26.3pp |
| Annual return | 19.47% | 18.86%+0.6pp | 335.11%-315.6pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,795 | $1,889+48.0% | $3,786-26.2% | $2,032+37.6% |
| Participant deferral / active EE | $4,174 | $3,340+25.0% | $4,482-6.9% | $3,224+29.5% |
| Admin fee / account holder | $14 | $120-88.6% | $8,021-99.8% | $110-87.6% |