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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $359,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,957 | $87,670-96.6% | $123,105-97.6% | $69,651-95.8% |
| Participation rate | 1.1% | 87.8%-86.7pp | 86.8%-85.7pp | 66.6%-65.5pp |
| Annual return | -3.20% | 3.10%-6.3pp | 13.22%-16.4pp | 53.77%-57.0pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,151-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2 | $5,412-100.0% | $6,229-100.0% | $3,635-99.9% |
| Admin fee / account holder | $116 | $94+23.3% | $9,014-98.7% | $63+83.6% |