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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,960 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC. Service code 22 | Insurance Broker | $14,296 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,960 | $79,209-35.7% | $102,434-50.3% | $74,459-31.6% |
| Participation rate | 86.5% | 74.8%+11.7pp | 76.5%+10.0pp | 67.2%+19.3pp |
| Annual return | 23.54% | 54.98%-31.4pp | 29.46%-5.9pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $9,088 | $2,362+284.7% | $3,023+200.6% | $2,626+246.1% |
| Participant deferral / active EE | $11,197 | $4,417+153.5% | $5,055+121.5% | $4,350+157.4% |
| Admin fee / account holder | $226 | $2,002-88.7% | $9,462-97.6% | $1,945-88.4% |