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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,893 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 · EIN 06-1493970 | Insurance Broker | $29,691 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $836 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,257 | $50,820-79.8% | $155,567-93.4% | $77,671-86.8% |
| Participation rate | 98.8% | 63.1%+35.7pp | 78.2%+20.6pp | 70.6%+28.2pp |
| Annual return | 22.06% | 34.85%-12.8pp | 64.74%-42.7pp | 31.21%-9.1pp |
| Employer contribution / active EE | $1,069 | $1,993-46.3% | $4,674-77.1% | $2,726-60.8% |
| Participant deferral / active EE | $3,574 | $2,823+26.6% | $5,628-36.5% | $4,648-23.1% |
| Admin fee / account holder | $166 | $436-61.8% | $15,916-99.0% | $430-61.4% |