Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $10,416 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,268 | $37,196-77.8% | $154,111-94.6% | $55,725-85.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 83.0%+12.4pp | 70.9%+24.6pp |
| Annual return | -7.27% | 1319.68%-1326.9pp | 735.18%-742.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $282 | $1,614-82.5% | $5,298-94.7% | $2,078-86.4% |
| Participant deferral / active EE | $978 | $2,068-52.7% | $5,081-80.8% | $3,356-70.9% |
| Admin fee / account holder | $24 | $102-76.7% | $13,411-99.8% | $115-79.4% |