Filed April 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $88,500 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $55,727 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT WEALTH MGMT LLC Service code 10 · EIN 62-1752578 | Accounting | $16,500 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $997 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,656 | $107,662-69.7% | $159,495-79.5% | $106,520-69.3% |
| Participation rate | 18.9% | 69.4%-50.4pp | 82.8%-63.9pp | 71.3%-52.4pp |
| Annual return | 29.80% | 22.17%+7.6pp | 263.72%-233.9pp | 19.28%+10.5pp |
| Employer contribution / active EE | $105 | $2,741-96.2% | $4,831-97.8% | $2,840-96.3% |
| Participant deferral / active EE | $939 | $6,799-86.2% | $7,354-87.2% | $4,948-81.0% |
| Admin fee / account holder | $19 | $69-71.6% | $10,804-99.8% | $75-73.9% |