Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $15,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,016 | $37,039-75.7% | $147,614-93.9% | $59,188-84.8% |
| Participation rate | 59.7% | 63.8%-4.1pp | 84.6%-24.9pp | 69.4%-9.7pp |
| Annual return | 7.06% | 7.19%-0.1pp | 61.98%-54.9pp | 5.51%+1.6pp |
| Employer contribution / active EE | $935 | $1,353-30.9% | $5,564-83.2% | $2,098-55.4% |
| Participant deferral / active EE | $1,044 | $2,094-50.1% | $4,895-78.7% | $3,265-68.0% |
| Admin fee / account holder | $16 | $60-73.7% | $11,611-99.9% | $92-82.8% |