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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $87,701 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $28,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,773 | $107,415-55.5% | $135,942-64.9% | $80,149-40.4% |
| Participation rate | 36.1% | 78.0%-41.9pp | 81.9%-45.8pp | 72.9%-36.8pp |
| Annual return | 26.90% | 91.99%-65.1pp | 68.28%-41.4pp | 40.39%-13.5pp |
| Employer contribution / active EE | $961 | $3,878-75.2% | $4,858-80.2% | $2,977-67.7% |
| Participant deferral / active EE | $4,375 | $8,189-46.6% | $7,759-43.6% | $5,015-12.8% |
| Admin fee / account holder | $86 | $127-32.2% | $10,764-99.2% | $145-40.6% |