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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,013 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,675 | $45,959-24.6% | $91,225-62.0% | $77,906-55.5% |
| Participation rate | 34.0% | 66.3%-32.3pp | 73.2%-39.2pp | 73.7%-39.7pp |
| Annual return | -16.88% | -5.32%-11.6pp | 114.12%-131.0pp | 12.16%-29.0pp |
| Employer contribution / active EE | $620 | $1,451-57.2% | $2,851-78.2% | $2,846-78.2% |
| Participant deferral / active EE | $1,217 | $3,283-62.9% | $4,233-71.3% | $4,805-74.7% |
| Admin fee / account holder | $155 | $99+57.0% | $5,422-97.1% | $133+16.9% |