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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $15,387 |
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.
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 | $20,365 | $72,303-71.8% | $86,698-76.5% | $64,819-68.6% |
| Participation rate | 78.3% | 80.4%-2.1pp | 76.6%+1.7pp | 71.5%+6.8pp |
| Annual return | -15.93% | 392.77%-408.7pp | 35.95%-51.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,075 | $2,393-55.1% | $2,837-62.1% | $2,507-57.1% |
| Participant deferral / active EE | $1,958 | $4,660-58.0% | $4,656-58.0% | $4,311-54.6% |
| Admin fee / account holder | $16 | $174-90.6% | $7,493-99.8% | $188-91.3% |