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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 12 · EIN 06-1053228 | Redemption fees; Valuation (appraisal... | $3,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,416 | $48,064-92.9% | $78,778-95.7% | $69,631-95.1% |
| Participation rate | 46.5% | 61.6%-15.1pp | 69.2%-22.7pp | 70.7%-24.2pp |
| Annual return | 25.83% | 21.81%+4.0pp | 35.62%-9.8pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $465 | $744-37.4% | $1,986-76.6% | $2,032-77.1% |
| Participant deferral / active EE | $666 | $2,079-67.9% | $2,958-77.5% | $3,224-79.3% |
| Admin fee / account holder | $12 | $152-92.4% | $5,134-99.8% | $110-89.6% |