Filed September 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: KIBBLE AND PRENTICE Service code 26 · EIN 91-1176315 | Advisory (Participants) | $10,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,720 | $80,753-40.9% | $136,297-65.0% | $62,293-23.4% |
| Participation rate | 88.9% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.4pp |
| Annual return | 26.63% | 35.83%-9.2pp | 5156.19%-5129.6pp | 28.90%-2.3pp |
| Employer contribution / active EE | $2,631 | $2,884-8.8% | $4,696-44.0% | $2,042+28.8% |
| Participant deferral / active EE | $4,553 | $5,164-11.8% | $6,247-27.1% | $3,169+43.7% |
| Admin fee / account holder | $110 | $525-79.1% | $9,244-98.8% | $479-77.1% |