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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 12 · EIN 06-1053228 | Claims processing; Float revenue; Val... | $14,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,313 | $62,928-90.0% | $172,739-96.3% | $67,579-90.7% |
| Participation rate | 68.5% | 64.5%+4.0pp | 82.6%-14.1pp | 71.3%-2.8pp |
| Annual return | 21.45% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,782 | $1,636+8.9% | $5,143-65.4% | $2,148-17.0% |
| Participant deferral / active EE | $1,472 | $2,145-31.4% | $5,198-71.7% | $3,539-58.4% |
| Admin fee / account holder | $8 | $167-95.1% | $13,954-99.9% | $142-94.3% |