Filed May 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,726 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $68,583 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,434 |
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 | $76,867 | $72,303+6.3% | $86,698-11.3% | $64,824+18.6% |
| Participation rate | 64.6% | 80.4%-15.8pp | 76.6%-12.0pp | 71.5%-6.9pp |
| Annual return | -15.96% | 392.77%-408.7pp | 35.96%-51.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,720 | $2,393-28.1% | $2,837-39.4% | $2,507-31.4% |
| Participant deferral / active EE | $6,260 | $4,660+34.3% | $4,656+34.4% | $4,311+45.2% |
| Admin fee / account holder | $210 | $174+20.8% | $7,492-97.2% | $188+11.9% |