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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,543 |
Service code 49 · EIN 74-2794194 | Other Services | $20,641 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $5,680 |
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.)
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 | $40,196 | $50,820-20.9% | $155,567-74.2% | $77,671-48.2% |
| Participation rate | 28.2% | 63.1%-35.0pp | 78.2%-50.0pp | 70.6%-42.4pp |
| Annual return | 14.22% | 34.85%-20.6pp | 64.74%-50.5pp | 31.21%-17.0pp |
| Employer contribution / active EE | $812 | $1,993-59.2% | $4,674-82.6% | $2,726-70.2% |
| Participant deferral / active EE | $1,425 | $2,823-49.5% | $5,628-74.7% | $4,648-69.3% |
| Admin fee / account holder | $337 | $436-22.6% | $15,916-97.9% | $430-21.6% |