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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $14,120 |
Service code 21 · EIN 71-0294708 | Bank Trustee | $4,725 |
ALESCO ADVISORS3 years Service code 15 · EIN 16-1579300 | Recordkeeping | $4,498 |
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 | $30,856 | $37,196-17.0% | $154,111-80.0% | $55,725-44.6% |
| Participation rate | 27.4% | 64.1%-36.7pp | 83.0%-55.7pp | 70.9%-43.5pp |
| Annual return | -5.09% | 1319.68%-1324.8pp | 735.18%-740.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $813 | $1,614-49.6% | $5,298-84.6% | $2,078-60.9% |
| Participant deferral / active EE | $669 | $2,068-67.7% | $5,081-86.8% | $3,356-80.1% |
| Admin fee / account holder | $143 | $102+40.5% | $13,411-98.9% | $115+23.9% |