Filed April 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $29,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,720 | $62,928-70.3% | $172,753-89.2% | $67,582-72.3% |
| Participation rate | 26.4% | 64.5%-38.1pp | 82.6%-56.3pp | 71.3%-44.9pp |
| Annual return | 20.88% | 30.36%-9.5pp | 803.00%-782.1pp | 378.57%-357.7pp |
| Employer contribution / active EE | $335 | $1,636-79.6% | $5,144-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $972 | $2,145-54.7% | $5,198-81.3% | $3,539-72.5% |
| Admin fee / account holder | $79 | $167-52.6% | $13,956-99.4% | $142-44.5% |