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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $121,462 |
PRIME, BUCHHOLZ & ASSOCIATES6+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $80,417 |
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 | $215,864 | $52,293+312.8% | $178,499+20.9% | $73,412+194.0% |
| Participation rate | 95.9% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.8pp |
| Annual return | 17.02% | 34.75%-17.7pp | 151.10%-134.1pp | 59.30%-42.3pp |
| Employer contribution / active EE | $10,397 | $1,735+499.1% | $5,011+107.5% | $2,234+365.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $590 | $127+363.5% | $13,986-95.8% | $158+273.9% |