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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Participant loan ... | $17,085 |
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 | $121,390 | $66,302+83.1% | $110,243+10.1% | $56,289+115.7% |
| Participation rate | 95.3% | 74.9%+20.4pp | 79.8%+15.5pp | 69.9%+25.5pp |
| Annual return | -5.58% | -1.18%-4.4pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,253 | $2,047+10.0% | $3,827-41.1% | $2,111+6.7% |
| Participant deferral / active EE | $7,337 | $3,381+117.0% | $4,672+57.0% | $3,350+119.0% |
| Admin fee / account holder | $98 | $698-86.0% | $8,548-98.9% | $521-81.3% |