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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC. Service code 55 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Other Commissions | $44,237 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,279 | $55,472-29.2% | $155,567-74.8% | $74,546-47.3% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 15.69% | 268.72%-253.0pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,311 | $2,269-42.2% | $4,674-71.9% | $2,624-50.0% |
| Participant deferral / active EE | $4,273 | $2,838+50.6% | $5,628-24.1% | $4,347-1.7% |
| Admin fee / account holder | $146 | $1,743-91.6% | $15,916-99.1% | $1,944-92.5% |