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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $50,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,865 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,075 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,543 |
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 | $58,679 | $106,247-44.8% | $147,096-60.1% | $77,714-24.5% |
| Participation rate | 92.6% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 17.42% | 56.87%-39.4pp | 419.75%-402.3pp | 31.26%-13.8pp |
| Employer contribution / active EE | $5,363 | $4,069+31.8% | $4,936+8.6% | $2,727+96.7% |
| Participant deferral / active EE | $8,701 | $7,996+8.8% | $8,071+7.8% | $4,649+87.1% |
| Admin fee / account holder | $103 | $338-69.6% | $13,005-99.2% | $433-76.2% |