Filed May 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,198 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $69,103 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,138 |
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 | $87,876 | $104,544-15.9% | $96,544-9.0% | $80,169+9.6% |
| Participation rate | 67.9% | 86.4%-18.4pp | 76.0%-8.1pp | 72.9%-5.0pp |
| Annual return | 19.44% | 21.79%-2.3pp | 25.88%-6.4pp | 40.39%-20.9pp |
| Employer contribution / active EE | $3,420 | $3,527-3.0% | $2,966+15.3% | $2,978+14.8% |
| Participant deferral / active EE | $6,575 | $6,170+6.6% | $4,851+35.5% | $5,016+31.1% |
| Admin fee / account holder | $182 | $107+70.5% | $8,254-97.8% | $145+25.7% |