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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $221,183 |
PIVOT CPA1 year Service code 49 · EIN 20-0708249 | Other Services | $16,000 |
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 | $82,843 | $88,982-6.9% | $102,438-19.1% | $77,671+6.7% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 13.86% | 25.01%-11.2pp | 29.37%-15.5pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,724 | $2,698+38.0% | $3,024+23.2% | $2,726+36.6% |
| Participant deferral / active EE | $5,320 | $5,144+3.4% | $5,054+5.3% | $4,648+14.5% |
| Admin fee / account holder | $222 | $236-5.8% | $9,448-97.7% | $430-48.4% |