Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Claims processing; Valuation (apprais... | $9,364 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,038 | $62,928-80.9% | $172,739-93.0% | $67,579-82.2% |
| Participation rate | 85.2% | 64.5%+20.7pp | 82.6%+2.5pp | 71.3%+13.9pp |
| Annual return | 32.40% | 30.36%+2.0pp | 802.84%-770.4pp | 378.56%-346.2pp |
| Employer contribution / active EE | $308 | $1,636-81.2% | $5,143-94.0% | $2,148-85.7% |
| Participant deferral / active EE | $1,462 | $2,145-31.9% | $5,198-71.9% | $3,539-58.7% |
| Admin fee / account holder | $22 | $167-86.8% | $13,954-99.8% | $142-84.6% |