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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $226,347 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $87,165 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $567,519 | $41,617+1263.7% | $84,637+570.5% | $77,775+629.7% |
| Participation rate | 0.0% | 45.0%-45.0pp | 68.2%-68.2pp | 73.2%-73.2pp |
| Annual return | 60.01% | 24.97%+35.0pp | 258.82%-198.8pp | 32.58%+27.4pp |
| Employer contribution / active EE | $3,128 | $1,061+194.8% | $2,653+17.9% | $2,504+24.9% |
| Participant deferral / active EE | $6,486 | $2,129+204.7% | $3,900+66.3% | $3,966+63.6% |
| Admin fee / account holder | $2,039 | $121+1585.5% | $4,914-58.5% | $100+1937.7% |