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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 | $55,446-29.2% | $155,574-74.8% | $74,429-47.2% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 15.69% | 269.20%-253.5pp | 64.87%-49.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,311 | $2,266-42.1% | $4,676-72.0% | $2,625-50.0% |
| Participant deferral / active EE | $4,273 | $2,836+50.7% | $5,629-24.1% | $4,348-1.7% |
| Admin fee / account holder | $146 | $1,743-91.6% | $15,914-99.1% | $1,944-92.5% |