Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $94,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,258 | $67,512-77.4% | $185,849-91.8% | $93,010-83.6% |
| Participation rate | 91.0% | 67.1%+23.9pp | 81.7%+9.3pp | 73.9%+17.1pp |
| Annual return | 15.48% | 21.04%-5.6pp | 122.10%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,076 | $1,783-39.7% | $5,169-79.2% | $2,705-60.2% |
| Participant deferral / active EE | $1,985 | $3,035-34.6% | $5,569-64.4% | $4,561-56.5% |
| Admin fee / account holder | $50 | $318-84.4% | $16,244-99.7% | $152-67.3% |