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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,870 |
NATIONWIDE4+ years Service code 52 · EIN 31-1592130 | Indirect Investment Fees | $4,088 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 53 · EIN 06-1493970 | Insurance Commissions | $2,441 |
USI CONSULTING GROUP4+ years Service code 13 · EIN 06-1053228 | Contract Administrator | $2,422 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $2,113 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 | Contract Administrator | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,640 | $43,999-82.6% | $79,466-90.4% | $55,725-86.3% |
| Participation rate | 22.3% | 66.9%-44.7pp | 73.3%-51.1pp | 70.9%-48.6pp |
| Annual return | -3.58% | 1.81%-5.4pp | 718.28%-721.9pp | 244.93%-248.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $321 | $2,538-87.3% | $3,704-91.3% | $3,356-90.4% |
| Admin fee / account holder | $83 | $118-29.5% | $5,104-98.4% | $115-28.0% |