Filed February 9, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $37,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,218 | $37,196-72.5% | $154,111-93.4% | $55,725-81.7% |
| Participation rate | 43.2% | 64.1%-20.9pp | 83.0%-39.8pp | 70.9%-27.6pp |
| Annual return | 1.21% | 1319.68%-1318.5pp | 735.18%-734.0pp | 244.93%-243.7pp |
| Employer contribution / active EE | $381 | $1,614-76.4% | $5,298-92.8% | $2,078-81.6% |
| Participant deferral / active EE | $848 | $2,068-59.0% | $5,081-83.3% | $3,356-74.7% |
| Admin fee / account holder | $93 | $102-8.6% | $13,411-99.3% | $115-19.4% |