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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,479 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $9,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,163 |
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).
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 | $57,271 | $62,267-8.0% | $110,243-48.1% | $55,725+2.8% |
| Participation rate | 97.7% | 78.1%+19.6pp | 79.8%+17.9pp | 70.9%+26.8pp |
| Annual return | -6.52% | -1.07%-5.5pp | 314.76%-321.3pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,719 | $1,941+40.0% | $3,827-28.9% | $2,078+30.8% |
| Participant deferral / active EE | $4,111 | $3,516+16.9% | $4,672-12.0% | $3,356+22.5% |
| Admin fee / account holder | $36 | $121-70.0% | $8,548-99.6% | $115-68.5% |