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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $75,063 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 16 · EIN 06-1397347 | Consulting | $32,923 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,986 | $47,180+118.3% | $149,723-31.2% | $74,473+38.3% |
| Participation rate | 54.9% | 63.4%-8.5pp | 78.8%-23.9pp | 70.7%-15.8pp |
| Annual return | 13.07% | 22.75%-9.7pp | 134.50%-121.4pp | 34.36%-21.3pp |
| Employer contribution / active EE | $2,216 | $1,907+16.2% | $4,821-54.0% | $2,638-16.0% |
| Participant deferral / active EE | $2,902 | $2,730+6.3% | $5,682-48.9% | $4,530-35.9% |
| Admin fee / account holder | $505 | $343+47.1% | $13,215-96.2% | $347+45.4% |