Filed January 25, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,747 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 060334456 | Advisory (Plan) | $18,759 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,195 | $123,793-62.7% | $177,848-74.0% | $79,856-42.2% |
| Participation rate | 90.4% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 14.90% | 22.82%-7.9pp | 48.33%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,949 | $4,095-28.0% | $5,919-50.2% | $2,471+19.3% |
| Participant deferral / active EE | $2,797 | $5,956-53.0% | $7,714-63.7% | $3,741-25.2% |
| Admin fee / account holder | $330 | $7,243-95.4% | $12,431-97.3% | $5,306-93.8% |