Filed February 9, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $79,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,081 | $50,820-32.9% | $155,567-78.1% | $77,671-56.1% |
| Participation rate | 49.5% | 63.1%-13.6pp | 78.2%-28.7pp | 70.6%-21.1pp |
| Annual return | 12.49% | 34.85%-22.4pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $520 | $1,993-73.9% | $4,674-88.9% | $2,726-80.9% |
| Participant deferral / active EE | $1,687 | $2,823-40.2% | $5,628-70.0% | $4,648-63.7% |
| Admin fee / account holder | $195 | $436-55.2% | $15,916-98.8% | $430-54.6% |