Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $133,959 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,039 | $53,204-58.6% | $155,556-85.8% | $200,096-89.0% |
| Participation rate | 96.9% | 64.1%+32.7pp | 78.2%+18.6pp | 72.0%+24.8pp |
| Annual return | 12.05% | 41.02%-29.0pp | 64.84%-52.8pp | 34.26%-22.2pp |
| Employer contribution / active EE | $1,219 | $1,850-34.1% | $4,675-73.9% | $3,038-59.9% |
| Participant deferral / active EE | $2,401 | $3,163-24.1% | $5,631-57.4% | $5,090-52.8% |
| Admin fee / account holder | $82 | $186-55.8% | $15,885-99.5% | $269-69.5% |