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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $93,007 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 70 1000 HARBOR BLVD. · WEEHAWKEN, NJ 07086 | Consulting Fees | $45,000 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,177 | $101,653+140.2% | $147,080+66.0% | $74,459+227.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.41% | 8754.98%-8742.6pp | 420.17%-407.8pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $13,326 | $3,813+249.5% | $4,933+170.1% | $2,626+407.5% |
| Participant deferral / active EE | $9,789 | $7,304+34.0% | $8,066+21.4% | $4,350+125.1% |
| Admin fee / account holder | $545 | $1,752-68.9% | $12,989-95.8% | $1,945-72.0% |