Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $92,352 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,672 | $56,095-73.8% | $178,503-91.8% | $90,274-83.7% |
| Participation rate | 90.8% | 65.6%+25.3pp | 81.9%+8.9pp | 73.4%+17.5pp |
| Annual return | 16.00% | 28.81%-12.8pp | 151.12%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,071 | $1,572-31.9% | $5,011-78.6% | $2,523-57.6% |
| Participant deferral / active EE | $1,882 | $2,669-29.5% | $5,202-63.8% | $4,231-55.5% |
| Admin fee / account holder | $52 | $101-48.6% | $13,987-99.6% | $114-54.7% |