Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $37,020 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,173 | $44,989-75.2% | $170,435-93.4% | $77,958-85.7% |
| Participation rate | 89.3% | 64.6%+24.7pp | 83.6%+5.7pp | 71.6%+17.7pp |
| Annual return | 18.28% | 19.61%-1.3pp | 205.94%-187.7pp | 20.87%-2.6pp |
| Employer contribution / active EE | $1,247 | $1,466-14.9% | $5,432-77.0% | $2,310-46.0% |
| Participant deferral / active EE | $1,521 | $2,208-31.1% | $4,939-69.2% | $3,537-57.0% |
| Admin fee / account holder | $25 | $69-63.2% | $13,881-99.8% | $97-73.9% |