Filed August 29, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $15,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,280 | $75,183-41.1% | $123,894-64.3% | $55,167-19.7% |
| Participation rate | 60.2% | 72.8%-12.6pp | 81.4%-21.2pp | 69.0%-8.8pp |
| Annual return | 13.74% | 19.01%-5.3pp | 47.52%-33.8pp | 169.23%-155.5pp |
| Employer contribution / active EE | $4,204 | $2,823+48.9% | $4,617-8.9% | $1,963+114.2% |
| Participant deferral / active EE | $2,822 | $5,084-44.5% | $5,984-52.8% | $3,054-7.6% |
| Admin fee / account holder | $76 | $663-88.6% | $8,357-99.1% | $504-85.0% |