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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 65 · EIN 06-1053228 | Account Maintenance | $101,288 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $42,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,393 | $91,621-35.2% | $67,511-12.0% | $77,671-23.5% |
| Participation rate | 59.5% | 76.0%-16.5pp | 72.9%-13.4pp | 70.6%-11.1pp |
| Annual return | 15.06% | 14.87%+0.2pp | 3517.41%-3502.3pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,128 | $3,184-64.6% | $2,733-58.7% | $2,726-58.6% |
| Participant deferral / active EE | $3,618 | $3,906-7.4% | $4,000-9.6% | $4,648-22.2% |
| Admin fee / account holder | $163 | $176-7.4% | $3,999-95.9% | $430-62.1% |