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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,209 |
USI CONSULTING GROUP1+ years Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $10,000 |
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 | $139,979 | $79,700+75.6% | $153,500-8.8% | $74,429+88.1% |
| Participation rate | 91.6% | 69.8%+21.8pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 15.27% | 15.07%+0.2pp | 15.70%-0.4pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $9,024 | $4,016+124.7% | $5,039+79.1% | $2,625+243.8% |
| Participant deferral / active EE | $9,144 | $5,315+72.0% | $6,756+35.3% | $4,348+110.3% |
| Admin fee / account holder | $206 | $1,790-88.5% | $12,736-98.4% | $1,944-89.4% |