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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 | $50,902-79.9% | $155,534-93.4% | $77,736-86.8% |
| Participation rate | 98.8% | 63.1%+35.7pp | 78.2%+20.6pp | 70.6%+28.2pp |
| Annual return | 22.06% | 34.85%-12.8pp | 64.92%-42.9pp | 31.26%-9.2pp |
| Employer contribution / active EE | $1,069 | $1,991-46.3% | $4,675-77.1% | $2,728-60.8% |
| Participant deferral / active EE | $3,574 | $2,824+26.6% | $5,630-36.5% | $4,651-23.1% |
| Admin fee / account holder | $166 | $437-61.9% | $15,900-99.0% | $433-61.6% |