Filed April 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $29,476 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,627 | $37,196-58.0% | $154,108-89.9% | $55,725-72.0% |
| Participation rate | 21.0% | 64.1%-43.0pp | 83.0%-62.0pp | 70.9%-49.8pp |
| Annual return | -8.03% | 1319.68%-1327.7pp | 735.21%-743.2pp | 244.93%-253.0pp |
| Employer contribution / active EE | $289 | $1,614-82.1% | $5,298-94.5% | $2,078-86.1% |
| Participant deferral / active EE | $910 | $2,068-56.0% | $5,081-82.1% | $3,356-72.9% |
| Admin fee / account holder | $91 | $102-10.3% | $13,411-99.3% | $115-20.9% |