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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $16,124 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,758 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,685 | $46,100-68.1% | $86,582-83.0% | $69,631-78.9% |
| Participation rate | 75.4% | 67.2%+8.2pp | 73.5%+1.9pp | 70.7%+4.7pp |
| Annual return | 18.02% | 21.02%-3.0pp | 965.08%-947.1pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $578 | $1,850-68.8% | $2,839-79.7% | $2,032-71.6% |
| Participant deferral / active EE | $1,582 | $2,432-34.9% | $3,609-56.2% | $3,224-50.9% |
| Admin fee / account holder | $93 | $94-0.5% | $4,904-98.1% | $110-15.4% |