Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Sub-transfer agen... | $13,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,382 | $79,519-56.8% | $95,960-64.2% | $73,412-53.2% |
| Participation rate | 56.1% | 81.2%-25.0pp | 77.1%-21.0pp | 72.2%-16.0pp |
| Annual return | 12.53% | 19.20%-6.7pp | 91.63%-79.1pp | 59.30%-46.8pp |
| Employer contribution / active EE | $360 | $2,048-82.4% | $2,541-85.8% | $2,234-83.9% |
| Participant deferral / active EE | $1,927 | $4,138-53.4% | $4,167-53.7% | $3,806-49.4% |
| Admin fee / account holder | $23 | $184-87.4% | $6,797-99.7% | $158-85.3% |