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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Trustee (di... | $22,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $5,424 | $46,173-88.3% | $170,435-96.8% | $69,631-92.2% |
| Participation rate | 57.4% | 63.9%-6.5pp | 83.6%-26.2pp | 70.7%-13.3pp |
| Annual return | 17.58% | 21.62%-4.0pp | 205.94%-188.4pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $2,578 | $1,610+60.2% | $5,432-52.5% | $2,032+26.9% |
| Participant deferral / active EE | $1,452 | $2,080-30.2% | $4,939-70.6% | $3,224-54.9% |
| Admin fee / account holder | $12 | $116-89.6% | $13,881-99.9% | $110-89.0% |