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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $12,095 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $10,000 |
FID INV INST OPS CO1+ years Service code 50 · EIN 04-2647786 | Direct Payment | -$27,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,044 | $37,117+293.5% | $147,618-1.1% | $55,191+164.6% |
| Participation rate | 52.3% | 63.6%-11.3pp | 84.6%-32.3pp | 69.2%-16.8pp |
| Annual return | 1.67% | 3.44%-1.8pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,425 | $1,985+324.4% | $4,895+72.1% | $3,046+176.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |