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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $106,385 |
PRIME, BUCHHOLZ & ASSOCIATES5+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $79,273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,304 | $62,928+172.2% | $172,755-0.8% | $67,579+153.5% |
| Participation rate | 99.3% | 64.5%+34.8pp | 82.6%+16.6pp | 71.3%+28.0pp |
| Annual return | 21.35% | 30.36%-9.0pp | 802.94%-781.6pp | 378.56%-357.2pp |
| Employer contribution / active EE | $10,299 | $1,636+529.5% | $5,144+100.2% | $2,148+379.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $510 | $167+206.3% | $13,955-96.3% | $142+258.7% |