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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Service code 12 · EIN 06-1053228 | Consulting (pension); Distribution (1... | $11,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,914 | $89,067-61.9% | $102,423-66.9% | $77,714-56.4% |
| Participation rate | 74.8% | 80.9%-6.1pp | 76.5%-1.7pp | 70.6%+4.2pp |
| Annual return | 17.00% | 25.01%-8.0pp | 29.42%-12.4pp | 31.26%-14.3pp |
| Employer contribution / active EE | $1,840 | $2,699-31.8% | $3,023-39.1% | $2,727-32.5% |
| Participant deferral / active EE | $2,940 | $5,147-42.9% | $5,054-41.8% | $4,649-36.8% |
| Admin fee / account holder | $48 | $236-79.5% | $9,455-99.5% | $433-88.9% |