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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Recordkeep... | $14,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,147 | $79,209-36.7% | $102,434-51.0% | $74,459-32.7% |
| Participation rate | 93.2% | 74.8%+18.4pp | 76.5%+16.7pp | 67.2%+26.0pp |
| Annual return | 13.94% | 54.98%-41.0pp | 29.46%-15.5pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $2,641 | $2,362+11.8% | $3,023-12.6% | $2,626+0.6% |
| Participant deferral / active EE | $2,715 | $4,417-38.5% | $5,055-46.3% | $4,350-37.6% |
| Admin fee / account holder | $90 | $2,002-95.5% | $9,462-99.0% | $1,945-95.4% |