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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Distrib... | $42,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,651 | $45,382-67.7% | $154,114-90.5% | $75,289-80.5% |
| Participation rate | 65.1% | 65.9%-0.8pp | 83.0%-18.0pp | 72.4%-7.4pp |
| Annual return | -5.81% | -0.47%-5.3pp | 735.16%-741.0pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,637 | $1,533+6.8% | $5,298-69.1% | $2,405-31.9% |
| Participant deferral / active EE | $2,926 | $2,384+22.7% | $5,081-42.4% | $3,739-21.7% |
| Admin fee / account holder | $28 | $89-68.5% | $13,411-99.8% | $102-72.5% |