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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $183,200 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $29,355 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,633 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,944 | $52,960-86.9% | $86,640-92.0% | $80,157-91.3% |
| Participation rate | 65.9% | 62.4%+3.5pp | 71.7%-5.9pp | 72.9%-7.1pp |
| Annual return | 17.17% | 24.84%-7.7pp | 592.52%-575.3pp | 40.39%-23.2pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,024-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,034 | $3,226-68.0% | $4,438-76.7% | $5,015-79.4% |
| Admin fee / account holder | $65 | $113-42.5% | $5,616-98.8% | $145-55.1% |