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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD INC STE 102 · GLASTONBURY, CT 06033 | Other Services | $22,098 |
USI CONSULTING GROUP1 year Service code 49 | Other Services | $16,809 |
Filed as: VOYA RIAC Service code 27 · EIN 71-0294708 P.O. BOX 9900067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,909 | $78,607-40.3% | $105,624-55.6% | $74,478-37.0% |
| Participation rate | 49.1% | 72.8%-23.7pp | 75.3%-26.1pp | 67.2%-18.1pp |
| Annual return | 19.07% | 15.96%+3.1pp | 116.20%-97.1pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $1,275 | $2,523-49.5% | $3,168-59.8% | $2,626-51.5% |
| Participant deferral / active EE | $2,507 | $4,325-42.0% | $5,013-50.0% | $4,350-42.4% |
| Admin fee / account holder | $224 | $2,220-89.9% | $10,961-98.0% | $1,946-88.5% |