Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $17,881 |
Service code 21 · EIN 71-0294708 | Bank Trustee | $4,955 |
ALESCO ADVISORS2 years Service code 15 · EIN 16-1579300 | Recordkeeping | $3,164 |
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 | $18,143 | $46,173-60.7% | $170,435-89.4% | $69,631-73.9% |
| Participation rate | 31.2% | 63.9%-32.7pp | 83.6%-52.4pp | 70.7%-39.5pp |
| Annual return | 15.50% | 21.62%-6.1pp | 205.94%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $580 | $1,610-64.0% | $5,432-89.3% | $2,032-71.5% |
| Participant deferral / active EE | $702 | $2,080-66.3% | $4,939-85.8% | $3,224-78.2% |
| Admin fee / account holder | $94 | $116-19.1% | $13,881-99.3% | $110-15.0% |