Filed August 27, 2004 (most recent of 5 filings on file)
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 GROUP4 years Filed as: BURKE GROUP Service code 21 · EIN 80-0688755 | Bank Trustee | $176,132 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,913 | $53,216-49.4% | $155,534-82.7% | $199,960-86.5% |
| Participation rate | 38.2% | 64.1%-25.9pp | 78.2%-40.0pp | 72.0%-33.8pp |
| Annual return | 12.74% | 41.18%-28.4pp | 64.92%-52.2pp | 34.28%-21.5pp |
| Employer contribution / active EE | $1,170 | $1,848-36.7% | $4,675-75.0% | $3,036-61.5% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $149 | $186-19.7% | $15,900-99.1% | $269-44.6% |