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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Redemption fees; Distribution (12b-1)... | $1,604 |
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.
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 | $26,932 | $52,884-49.1% | $84,753-68.2% | $55,167-51.2% |
| Participation rate | 28.4% | 67.5%-39.1pp | 76.6%-48.2pp | 69.0%-40.6pp |
| Annual return | 6.69% | 18.03%-11.3pp | 22.78%-16.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $318 | $2,233-85.7% | $3,574-91.1% | $1,963-83.8% |
| Participant deferral / active EE | $1,324 | $2,644-49.9% | $3,712-64.3% | $3,054-56.6% |
| Admin fee / account holder | $29 | $581-95.1% | $5,333-99.5% | $504-94.3% |