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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 16 · EIN 80-0688755 | Consulting | $203,616 |
PRIME, BUCHHOLZ & ASSOCIATES10+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $175,938 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $39,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,543 | $50,919+653.2% | $155,556+146.6% | $77,762+393.2% |
| Participation rate | 51.2% | 63.1%-11.8pp | 78.2%-27.0pp | 70.6%-19.3pp |
| Annual return | 10.66% | 34.84%-24.2pp | 64.84%-54.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $9,653 | $1,991+384.7% | $4,675+106.5% | $2,728+253.8% |
| Participant deferral / active EE | $5,406 | $2,824+91.4% | $5,631-4.0% | $4,651+16.2% |
| Admin fee / account holder | $1,148 | $437+162.9% | $15,885-92.8% | $433+165.2% |