Filed March 21, 2016
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,319 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $36,155 |
UNITED GRAPHICS, INC.1 year Service code 49 · EIN 62-1379598 | Other Services | $6,441 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,884 | $60,396-77.0% | $83,830-83.4% | $75,289-81.6% |
| Participation rate | 88.8% | 80.7%+8.0pp | 76.1%+12.6pp | 72.4%+16.3pp |
| Annual return | -5.33% | 3.84%-9.2pp | 850.97%-856.3pp | -0.04%-5.3pp |
| Employer contribution / active EE | $703 | $3,343-79.0% | $3,631-80.6% | $2,405-70.8% |
| Participant deferral / active EE | $2,919 | $2,922-0.1% | $4,082-28.5% | $3,739-21.9% |
| Admin fee / account holder | $80 | $141-43.6% | $5,479-98.5% | $102-22.1% |