Filed September 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Claims proc... | $2,630 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,807 | $56,152-84.3% | $185,827-95.3% | $73,412-88.0% |
| Participation rate | 74.8% | 67.6%+7.3pp | 78.0%-3.2pp | 72.2%+2.6pp |
| Annual return | 28.28% | 17.59%+10.7pp | 35.96%-7.7pp | 59.30%-31.0pp |
| Employer contribution / active EE | $723 | $1,532-52.8% | $4,087-82.3% | $2,234-67.6% |
| Participant deferral / active EE | $1,996 | $3,659-45.5% | $5,633-64.6% | $3,806-47.6% |
| Admin fee / account holder | $7 | $132-94.4% | $9,502-99.9% | $158-95.3% |