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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,906 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $13,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,164 | $45,031-50.8% | $85,009-73.9% | $77,671-71.5% |
| Participation rate | 37.8% | 48.7%-10.9pp | 67.5%-29.8pp | 70.6%-32.8pp |
| Annual return | 16.87% | 79.22%-62.3pp | 66.47%-49.6pp | 31.21%-14.3pp |
| Employer contribution / active EE | $743 | $1,609-53.8% | $2,728-72.8% | $2,726-72.7% |
| Participant deferral / active EE | $1,323 | $2,807-52.9% | $4,522-70.7% | $4,648-71.5% |
| Admin fee / account holder | $141 | $912-84.5% | $6,153-97.7% | $430-67.1% |