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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9 years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $19,874 |
ALESCO ADVISORS9 years Service code 15 · EIN 16-1579300 | Recordkeeping | $9,883 |
Service code 21 · EIN 71-0294708 | Bank Trustee | $3,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,011 | $50,919-45.0% | $155,556-82.0% | $77,762-64.0% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 11.26% | 34.84%-23.6pp | 64.84%-53.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $253 | $1,991-87.3% | $4,675-94.6% | $2,728-90.7% |
| Participant deferral / active EE | $611 | $2,824-78.4% | $5,631-89.1% | $4,651-86.9% |
| Admin fee / account holder | $180 | $437-58.7% | $15,885-98.9% | $433-58.3% |