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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 16 · EIN 80-0688755 | Consulting | $248,132 |
PRIME, BUCHHOLZ & ASSOCIATES9+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $118,691 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $36,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $339,956 | $47,163+620.8% | $149,696+127.1% | $74,460+356.6% |
| Participation rate | 74.9% | 63.4%+11.5pp | 78.8%-3.8pp | 70.7%+4.2pp |
| Annual return | 16.28% | 22.75%-6.5pp | 134.46%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $11,303 | $1,907+492.8% | $4,821+134.5% | $2,638+328.4% |
| Participant deferral / active EE | $6,076 | $2,730+122.5% | $5,682+6.9% | $4,530+34.1% |
| Admin fee / account holder | $1,049 | $343+205.9% | $13,212-92.1% | $348+201.6% |