Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $46,019 |
ALESCO ADVISORS3+ years Filed as: ALESCO ADVISORS, INC. Service code 27 · EIN 16-1579300 | Advisory (Plan) | $16,608 |
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.
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 | $22,691 | $46,297-51.0% | $71,671-68.3% | $62,293-63.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.91% | 22.32%-10.4pp | 20.65%-8.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,678 | $1,412+89.7% | $2,460+8.9% | $2,042+31.1% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $313 | $461-32.0% | $5,558-94.4% | $479-34.7% |