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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Services | $14,921 |
Filed as: VOYA RETIREMENT SERVICES & ANNUITY Service code 27 | Advisory (Plan) | $2,719 |
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 | $43,424 | $106,230-59.1% | $147,080-70.5% | $77,736-44.1% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 23.40% | 56.91%-33.5pp | 420.17%-396.8pp | 31.26%-7.9pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,904 | $8,001+61.3% | $8,066+60.0% | $4,651+177.5% |
| Admin fee / account holder | $172 | $338-49.1% | $12,989-98.7% | $433-60.2% |