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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $20,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,540 | $65,820-29.3% | $108,745-57.2% | $57,658-19.3% |
| Participation rate | 36.4% | 72.7%-36.3pp | 77.7%-41.2pp | 70.2%-33.8pp |
| Annual return | 10.39% | 21.32%-10.9pp | 46.22%-35.8pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,199 | $2,285-47.5% | $3,323-63.9% | $1,974-39.2% |
| Participant deferral / active EE | $2,545 | $3,578-28.9% | $5,121-50.3% | $3,061-16.8% |
| Admin fee / account holder | $122 | $91+33.4% | $6,144-98.0% | $95+28.6% |