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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 49 | Other Services | $15,946 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,314 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,754 | $95,406-77.2% | $185,849-88.3% | $85,847-74.7% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 10.42% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,186 | $3,314-34.0% | $5,169-57.7% | $2,565-14.8% |
| Participant deferral / active EE | $3,056 | $3,424-10.7% | $5,569-45.1% | $3,952-22.7% |
| Admin fee / account holder | $52 | $7,214-99.3% | $16,244-99.7% | $6,261-99.2% |