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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $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 | $54,558+48.5% | $76,051+6.5% | $74,400+8.9% |
| Participation rate | 44.8% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.4pp |
| Annual return | 15.12% | 31.83%-16.7pp | 360.42%-345.3pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $1,015 | $1,778-42.9% | $2,690-62.3% | $2,624-61.3% |
| Participant deferral / active EE | $2,463 | $3,065-19.6% | $4,257-42.1% | $4,348-43.3% |
| Admin fee / account holder | $47 | $2,232-97.9% | $6,416-99.3% | $1,944-97.6% |