Filed May 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,452 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $33,423 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $18,360 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,116 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,900 | $69,305-9.2% | $82,312-23.6% | $69,631-9.7% |
| Participation rate | 65.8% | 80.3%-14.5pp | 76.9%-11.1pp | 70.7%-4.9pp |
| Annual return | 17.25% | 21.47%-4.2pp | 25.88%-8.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,348 | $1,887-28.5% | $2,428-44.5% | $2,032-33.6% |
| Participant deferral / active EE | $4,651 | $3,568+30.3% | $3,706+25.5% | $3,224+44.3% |
| Admin fee / account holder | $150 | $97+54.4% | $5,608-97.3% | $110+35.9% |