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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $24,232 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 452770051 | Securities Custodian | $21,499 |
ALESCO ADVISORS2+ years Filed as: ALESCO ADVISORS, INC. Service code 27 · EIN 16-1579300 | Advisory (Plan) | $14,605 |
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 | $18,891 | $44,425-57.5% | $67,834-72.2% | $55,167-65.8% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 7.35% | 17.80%-10.5pp | 138.47%-131.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,488 | $1,351+84.1% | $2,403+3.5% | $1,963+26.8% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $290 | $530-45.3% | $4,622-93.7% | $504-42.4% |