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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $20,647 |
Service code 21 · EIN 71-0294708 | Bank Trustee | $9,161 |
ALESCO ADVISORS1 year Service code 15 · EIN 16-1579300 | Recordkeeping | $861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,933 | $36,916-62.3% | $156,551-91.1% | $57,658-75.8% |
| Participation rate | 34.9% | 63.4%-28.5pp | 84.0%-49.1pp | 70.2%-35.3pp |
| Annual return | 8.53% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $632 | $1,571-59.8% | $5,501-88.5% | $1,974-68.0% |
| Participant deferral / active EE | $626 | $1,926-67.5% | $4,871-87.2% | $3,061-79.6% |
| Admin fee / account holder | $104 | $82+26.0% | $13,028-99.2% | $95+10.0% |