Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $105,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,577 | $45,000-67.6% | $143,757-89.9% | $77,904-81.3% |
| Participation rate | 91.4% | 66.8%+24.6pp | 80.3%+11.1pp | 73.7%+17.7pp |
| Annual return | -13.66% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,413 | $1,870-24.4% | $4,951-71.5% | $2,848-50.4% |
| Participant deferral / active EE | $1,932 | $3,157-38.8% | $5,637-65.7% | $4,806-59.8% |
| Admin fee / account holder | $59 | $98-40.1% | $14,673-99.6% | $133-55.5% |