Filed July 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $137,268 |
Filed as: LEVEL FINANCIAL ADVISORS Service code 27 · EIN 16-1140261 | Advisory (Plan) | $25,167 |
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 | $29,772 | $50,919-41.5% | $155,556-80.9% | $77,762-61.7% |
| Participation rate | 68.8% | 63.1%+5.7pp | 78.2%-9.4pp | 70.6%-1.8pp |
| Annual return | 14.12% | 34.84%-20.7pp | 64.84%-50.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $1,095 | $1,991-45.0% | $4,675-76.6% | $2,728-59.8% |
| Participant deferral / active EE | $2,793 | $2,824-1.1% | $5,631-50.4% | $4,651-40.0% |
| Admin fee / account holder | $234 | $437-46.3% | $15,885-98.5% | $433-45.9% |