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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $261,479 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVISON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $19,348 |
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.
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 | $4,500 | $96,381-95.3% | $140,019-96.8% | $73,367-93.9% |
| Participation rate | 0.9% | 90.1%-89.2pp | 87.5%-86.6pp | 69.5%-68.6pp |
| Annual return | -6.17% | -4.30%-1.9pp | 651.17%-657.3pp | 173.45%-179.6pp |
| Employer contribution / active EE | $0 | $4,168-100.0% | $5,605-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2 | $6,186-100.0% | $6,927-100.0% | $4,033-99.9% |
| Admin fee / account holder | $146 | $100+45.8% | $10,705-98.6% | $68+112.9% |