Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $104,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,474 | $50,127-61.1% | $149,673-87.0% | $80,160-75.7% |
| Participation rate | 93.5% | 64.3%+29.2pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 18.73% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,524 | $1,865-18.3% | $4,818-68.4% | $2,978-48.8% |
| Participant deferral / active EE | $2,095 | $3,194-34.4% | $5,680-63.1% | $5,017-58.2% |
| Admin fee / account holder | $61 | $153-59.7% | $13,210-99.5% | $145-57.6% |