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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 99 · EIN 11-1000111 | Other Fees | $7,750 |
GOLDLEAF PARTNERS2 years Service code 99 · EIN 45-0514557 | Other Fees | $1,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,054 | $42,0540% | $646,305-93.5% | $42,0540% |
| Participation rate | 57.5% | 28.8%+28.8pp | 91.9%-34.3pp | 28.8%+28.8pp |
| Annual return | 72.77% | 27.28%+45.5pp | 8.68%+64.1pp | 27.28%+45.5pp |
| Employer contribution / active EE | $1,308 | $3,236-59.6% | $22,738-94.2% | $3,236-59.6% |
| Participant deferral / active EE | $3,504 | $2,703+29.6% | $5,920-40.8% | $2,703+29.6% |
| Admin fee / account holder | $107 | $1070% | $18,028-99.4% | $1070% |