Filed May 19, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,292 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $3,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,929 | $89,093-9.2% | $102,434-21.0% | $77,736+4.1% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 15.86% | 25.03%-9.2pp | 29.46%-13.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $1,775 | $2,699-34.2% | $3,023-41.3% | $2,728-34.9% |
| Participant deferral / active EE | $9,090 | $5,147+76.6% | $5,055+79.8% | $4,651+95.5% |
| Admin fee / account holder | $28 | $236-88.2% | $9,462-99.7% | $433-93.6% |