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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $178,797 |
DA DAVIDSON & CO4 years Filed as: D.A. DAVISON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $16,642 |
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 | $8,146 | $139,268-94.2% | $177,848-95.4% | $106,273-92.3% |
| Participation rate | 0.5% | 91.6%-91.1pp | 87.7%-87.2pp | 70.8%-70.3pp |
| Annual return | 12.55% | 17.20%-4.7pp | 48.33%-35.8pp | 21.70%-9.1pp |
| Employer contribution / active EE | $0 | $4,832-100.0% | $5,919-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $7,227-100.0% | $7,714-100.0% | $4,601-100.0% |
| Admin fee / account holder | $176 | $97+81.6% | $12,431-98.6% | $78+124.4% |