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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,492 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $17,491 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
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 | $81,074 | $58,888+37.7% | $178,498-54.6% | $73,493+10.3% |
| Participation rate | 93.6% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | 15.57% | 24.86%-9.3pp | 151.09%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,235 | $2,236+89.4% | $5,011-15.5% | $2,270+86.6% |
| Participant deferral / active EE | $3,464 | $2,568+34.9% | $5,202-33.4% | $3,740-7.4% |
| Admin fee / account holder | $142 | $400-64.6% | $13,985-99.0% | $513-72.4% |