Filed March 26, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $83,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,010 | $55,694-87.4% | $81,882-91.4% | $200,096-96.5% |
| Participation rate | 54.8% | 62.7%-7.9pp | 72.4%-17.6pp | 72.0%-17.2pp |
| Annual return | 26.14% | 19.59%+6.5pp | 779.47%-753.3pp | 34.26%-8.1pp |
| Employer contribution / active EE | $817 | $2,114-61.3% | $2,916-72.0% | $3,038-73.1% |
| Participant deferral / active EE | $1,312 | $3,299-60.2% | $4,323-69.6% | $5,090-74.2% |
| Admin fee / account holder | $75 | $348-78.4% | $7,360-99.0% | $269-72.1% |