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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Redemption fees; Valuation (appraisal... | $2,797 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,094 | $60,989-17.9% | $60,906-17.8% | $66,938-25.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 73.1%-9.5pp | 69.8%-6.2pp |
| Annual return | -13.64% | -9.60%-4.0pp | 16.94%-30.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,816 | $2,661-31.7% | $2,703-32.8% | $2,545-28.7% |
| Participant deferral / active EE | $2,427 | $3,615-32.9% | $3,814-36.4% | $4,238-42.7% |
| Admin fee / account holder | $9 | $338-97.2% | $3,227-99.7% | $594-98.4% |