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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 50 · EIN 04-2647786 | Direct Payment | $59,900 |
CLARK NUBER6 years Service code 10 · EIN 91-1194016 | Accounting | $0 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,377 | $56,551+365.7% | $185,854+41.7% | $86,828+203.3% |
| Participation rate | 57.6% | 65.5%-7.9pp | 81.7%-24.1pp | 72.3%-14.7pp |
| Annual return | 15.28% | 118.23%-102.9pp | 122.12%-106.8pp | 97.95%-82.7pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $8,948 | $2,556+250.1% | $5,569+60.7% | $4,132+116.6% |
| Admin fee / account holder | $91 | $150-39.1% | $16,246-99.4% | $170-46.2% |