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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 | $79,779+75.5% | $153,741-9.0% | $74,478+87.9% |
| Participation rate | 91.6% | 69.9%+21.7pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 15.27% | 15.08%+0.2pp | 15.71%-0.4pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $9,024 | $4,026+124.1% | $5,042+79.0% | $2,626+243.6% |
| Participant deferral / active EE | $9,144 | $5,329+71.6% | $6,757+35.3% | $4,350+110.2% |
| Admin fee / account holder | $206 | $1,761-88.3% | $12,749-98.4% | $1,946-89.4% |