Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $22,872 |
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 | $11,035 | $37,213-70.3% | $156,549-93.0% | $63,975-82.8% |
| Participation rate | 69.2% | 65.0%+4.2pp | 84.0%-14.8pp | 71.1%-1.9pp |
| Annual return | 11.77% | 47.89%-36.1pp | 32.23%-20.5pp | 48.65%-36.9pp |
| Employer contribution / active EE | $1,044 | $1,357-23.1% | $5,501-81.0% | $2,182-52.2% |
| Participant deferral / active EE | $1,213 | $2,070-41.4% | $4,871-75.1% | $3,356-63.8% |
| Admin fee / account holder | $20 | $56-63.9% | $13,027-99.8% | $70-71.2% |