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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC. Service code 49 · EIN 71-0294708 95 GLASTONBURY BLVD. · GLASTONBURY, CT 06033 | Other Services | $14 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,976 | $57,330-42.5% | $86,656-61.9% | $75,177-56.1% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 11.19% | 2675.40%-2664.2pp | 593.09%-581.9pp | 160.75%-149.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,179 | $3,320-34.4% | $4,439-50.9% | $4,126-47.2% |
| Admin fee / account holder | $270 | $4,115-93.4% | $5,619-95.2% | $5,651-95.2% |