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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $35,376 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,740 |
PAI2 years Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WI 54115 | Contract Administrator | $7,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,092 | $40,386-45.3% | $80,607-72.6% | $74,440-70.3% |
| Participation rate | 40.4% | 47.4%-6.9pp | 67.0%-26.6pp | 70.7%-30.3pp |
| Annual return | 48.85% | 165.00%-116.2pp | 936.11%-887.3pp | 34.37%+14.5pp |
| Employer contribution / active EE | $701 | $1,496-53.1% | $2,724-74.3% | $2,638-73.4% |
| Participant deferral / active EE | $1,360 | $2,670-49.1% | $4,448-69.4% | $4,529-70.0% |
| Admin fee / account holder | $113 | $720-84.2% | $5,379-97.9% | $348-67.4% |