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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $5,445 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,855 | $213,957-58.5% | $149,745-40.7% | - |
| Participation rate | 85.9% | 79.5%+6.3pp | 82.5%+3.4pp | - |
| Annual return | 14.52% | 9.83%+4.7pp | 276.72%-262.2pp | - |
| Employer contribution / active EE | $1,953 | $3,868-49.5% | $4,646-58.0% | - |
| Participant deferral / active EE | $6,299 | $6,177+2.0% | $6,843-7.9% | - |
| Admin fee / account holder | $46 | $24,510-99.8% | $9,312-99.5% | - |