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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 99 · EIN 06-1397347 | Other Fees | $60,770 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,729 |
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 | $20,971 | $36,020-41.8% | $80,607-74.0% | $103,514-79.7% |
| Participation rate | 18.2% | 38.5%-20.3pp | 67.0%-48.8pp | 73.3%-55.1pp |
| Annual return | 30.03% | 63.68%-33.7pp | 936.11%-906.1pp | 33.12%-3.1pp |
| Employer contribution / active EE | $124 | $998-87.5% | $2,724-95.4% | $3,210-96.1% |
| Participant deferral / active EE | $615 | $2,343-73.8% | $4,448-86.2% | $5,209-88.2% |
| Admin fee / account holder | $22 | $472-95.3% | $5,379-99.6% | $114-80.5% |