Filed February 9, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $55,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,082 | $52,293-67.3% | $178,499-90.4% | $73,412-76.7% |
| Participation rate | 48.9% | 65.3%-16.5pp | 81.9%-33.0pp | 72.2%-23.3pp |
| Annual return | 24.28% | 34.75%-10.5pp | 151.10%-126.8pp | 59.30%-35.0pp |
| Employer contribution / active EE | $559 | $1,735-67.8% | $5,011-88.8% | $2,234-75.0% |
| Participant deferral / active EE | $1,420 | $2,332-39.1% | $5,202-72.7% | $3,806-62.7% |
| Admin fee / account holder | $101 | $127-20.5% | $13,986-99.3% | $158-35.9% |