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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 11 · EIN 45-0677056 | Actuarial | $9,350 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 12.17% | 4.63%+7.5pp | 29.77%-17.6pp | 12.16%0pp |
| Employer contribution / active EE | $11,200 | $51,918-78.4% | $33,607-66.7% | $44,747-75.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |