Filed May 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,810 |
USI CONSULTING GROUP7 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $85,957 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,741 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $97,981 | $110,282-11.2% | $102,434-4.3% | $199,960-51.0% |
| Participation rate | 65.6% | 86.3%-20.7pp | 76.5%-10.9pp | 72.0%-6.4pp |
| Annual return | 16.72% | 35.75%-19.0pp | 29.46%-12.7pp | 34.28%-17.6pp |
| Employer contribution / active EE | $3,736 | $3,603+3.7% | $3,023+23.6% | $3,036+23.1% |
| Participant deferral / active EE | $6,953 | $6,376+9.0% | $5,055+37.5% | $5,087+36.7% |
| Admin fee / account holder | $200 | $122+63.6% | $9,462-97.9% | $269-25.7% |