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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7+ years Filed as: BURKE GROUP, LLC Service code 15 · EIN 80-0688755 | Recordkeeping | $145,606 |
DA DAVIDSON & CO5 years Filed as: D.A. DAVISON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $18,255 |
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 | $9,448 | $143,889-93.4% | $189,520-95.0% | $106,520-91.1% |
| Participation rate | 0.6% | 89.1%-88.5pp | 87.8%-87.2pp | 71.3%-70.7pp |
| Annual return | 16.94% | 17.38%-0.4pp | 555.25%-538.3pp | 19.28%-2.3pp |
| Employer contribution / active EE | $0 | $4,416-100.0% | $6,161-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $7,575-100.0% | $8,220-100.0% | $4,948-100.0% |
| Admin fee / account holder | $164 | $98+67.3% | $12,046-98.6% | $75+120.6% |