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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Recordk... | $6,791 |
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 | $81,005 | $54,679+48.1% | $76,119+6.4% | $74,459+8.8% |
| Participation rate | 44.8% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.4pp |
| Annual return | 15.12% | 31.90%-16.8pp | 361.25%-346.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,015 | $1,781-43.0% | $2,693-62.3% | $2,626-61.3% |
| Participant deferral / active EE | $2,463 | $3,072-19.8% | $4,259-42.2% | $4,350-43.4% |
| Admin fee / account holder | $47 | $2,238-97.9% | $6,421-99.3% | $1,945-97.6% |