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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $85,950 |
Service code 21 · EIN 54-1920705 | Bank Trustee | $38,342 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | -1.54% | 9.03%-10.6pp | 10.36%-11.9pp | 10.21%-11.8pp |
| Employer contribution / active EE | $777,041 | $48,592+1499.1% | $37,738+1959.0% | $42,272+1738.2% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |