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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Trustee... | $38,852 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,128 | $89,123-77.4% | $102,460-80.4% | $77,762-74.1% |
| Participation rate | 84.2% | 80.9%+3.3pp | 76.5%+7.7pp | 70.6%+13.6pp |
| Annual return | 10.82% | 25.05%-14.2pp | 29.47%-18.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $2,092 | $2,700-22.5% | $3,025-30.8% | $2,728-23.3% |
| Participant deferral / active EE | $2,909 | $5,148-43.5% | $5,056-42.5% | $4,651-37.5% |
| Admin fee / account holder | $31 | $236-86.7% | $9,460-99.7% | $433-92.7% |