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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $14,600 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $13,268 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 12.67% | -14.68%+27.3pp | -2.84%+15.5pp | 259.17%-246.5pp |
| Employer contribution / active EE | $14,800 | $47,728-69.0% | $33,329-55.6% | $41,471-64.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |