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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $85,316 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,098 | $102,661-9.3% | $151,645-38.6% | $66,949+39.1% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.5%+5.5pp | 69.8%+23.2pp |
| Annual return | -17.81% | -10.81%-7.0pp | 3.34%-21.2pp | 1.57%-19.4pp |
| Employer contribution / active EE | $6,234 | $4,184+49.0% | $6,165+1.1% | $2,545+144.9% |
| Participant deferral / active EE | $11,125 | $6,645+67.4% | $8,363+33.0% | $4,239+162.4% |
| Admin fee / account holder | $391 | $630-37.9% | $11,614-96.6% | $594-34.1% |