Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $133,959 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,039 | $53,136-58.5% | $155,509-85.8% | $199,593-89.0% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 12.05% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $1,219 | $1,851-34.1% | $4,672-73.9% | $3,034-59.8% |
| Participant deferral / active EE | $2,401 | $3,161-24.1% | $5,626-57.3% | $5,087-52.8% |
| Admin fee / account holder | $82 | $185-55.7% | $15,912-99.5% | $269-69.5% |