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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $16,172 |
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.
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 | $54,524 | $68,544-20.5% | $115,752-52.9% | $69,631-21.7% |
| Participation rate | 17.6% | 74.0%-56.3pp | 77.8%-60.2pp | 70.7%-53.1pp |
| Annual return | 18.64% | 20.97%-2.3pp | 19.41%-0.8pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $599 | $2,400-75.0% | $3,492-82.8% | $2,032-70.5% |
| Participant deferral / active EE | $1,406 | $3,887-63.8% | $5,204-73.0% | $3,224-56.4% |
| Admin fee / account holder | $88 | $90-2.2% | $6,278-98.6% | $110-20.0% |