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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $16,900 |
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.
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 | $51,671 | $64,286-19.6% | $106,387-51.4% | $55,725-7.3% |
| Participation rate | 18.4% | 75.2%-56.8pp | 77.5%-59.0pp | 70.9%-52.4pp |
| Annual return | -3.41% | 0.84%-4.2pp | 0.25%-3.7pp | 244.93%-248.3pp |
| Employer contribution / active EE | $600 | $2,367-74.6% | $3,520-82.9% | $2,078-71.1% |
| Participant deferral / active EE | $1,344 | $4,158-67.7% | $5,421-75.2% | $3,356-60.0% |
| Admin fee / account holder | $88 | $102-14.4% | $7,510-98.8% | $115-24.0% |