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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Sub-transf... | $68,729 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,736 | $77,908-73.4% | $149,696-86.1% | $75,173-72.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.64% | 31.73%-18.1pp | 134.46%-120.8pp | 160.72%-147.1pp |
| Employer contribution / active EE | $346 | $3,138-89.0% | $4,821-92.8% | $2,671-87.1% |
| Participant deferral / active EE | $3,495 | $3,411+2.5% | $5,682-38.5% | $4,126-15.3% |
| Admin fee / account holder | $286 | $5,950-95.2% | $13,212-97.8% | $5,651-94.9% |