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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,966 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,601 | $73,638+28.5% | $95,960-1.4% | $73,493+28.7% |
| Participation rate | 58.7% | 76.2%-17.4pp | 77.1%-18.4pp | 70.7%-12.0pp |
| Annual return | 17.89% | 16.78%+1.1pp | 91.63%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,199 | $1,863+71.7% | $2,541+25.9% | $2,270+40.9% |
| Participant deferral / active EE | $5,669 | $3,617+56.7% | $4,167+36.1% | $3,740+51.6% |
| Admin fee / account holder | $576 | $482+19.5% | $6,797-91.5% | $513+12.3% |