Filed July 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 12 · EIN 06-1053228 | Account maintenance fees; Valuation (... | $5,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,591 | $50,637-77.1% | $86,582-86.6% | $62,293-81.4% |
| Participation rate | 47.0% | 67.9%-20.9pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 21.56% | 20.80%+0.8pp | 965.08%-943.5pp | 28.90%-7.3pp |
| Employer contribution / active EE | $389 | $2,075-81.3% | $2,839-86.3% | $2,042-81.0% |
| Participant deferral / active EE | $886 | $2,611-66.1% | $3,609-75.4% | $3,169-72.0% |
| Admin fee / account holder | $34 | $413-91.8% | $4,904-99.3% | $479-92.9% |