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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,416 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,741 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,261 | $76,696-76.2% | $96,515-81.1% | $71,511-74.5% |
| Participation rate | 83.2% | 66.6%+16.6pp | 74.3%+8.8pp | 67.9%+15.2pp |
| Annual return | 20.88% | 48.32%-27.4pp | 35.73%-14.8pp | 28.86%-8.0pp |
| Employer contribution / active EE | $1,026 | $3,032-66.1% | $3,740-72.6% | $2,589-60.4% |
| Participant deferral / active EE | $3,677 | $3,770-2.5% | $4,880-24.6% | $4,291-14.3% |
| Admin fee / account holder | $86 | $2,030-95.8% | $6,735-98.7% | $1,588-94.6% |