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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $38,000 |
SMITH & HOWARD, PC8+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,036 | $37,418+113.9% | $77,096+3.8% | $77,906+2.7% |
| Participation rate | 39.5% | 46.9%-7.4pp | 67.9%-28.4pp | 73.7%-34.2pp |
| Annual return | -15.50% | -7.13%-8.4pp | 42.35%-57.8pp | 12.16%-27.7pp |
| Employer contribution / active EE | $1,365 | $1,200+13.8% | $2,814-51.5% | $2,846-52.0% |
| Participant deferral / active EE | $4,308 | $2,572+67.5% | $4,429-2.7% | $4,805-10.4% |
| Admin fee / account holder | $0 | $126-100.0% | $5,428-100.0% | $133-100.0% |