Filed July 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $94,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,127 | $62,928-87.1% | $172,752-95.3% | $67,579-88.0% |
| Participation rate | 96.0% | 64.5%+31.6pp | 82.6%+13.4pp | 71.3%+24.8pp |
| Annual return | 58.21% | 30.36%+27.8pp | 802.97%-744.8pp | 378.56%-320.3pp |
| Employer contribution / active EE | $1,270 | $1,636-22.4% | $5,144-75.3% | $2,148-40.9% |
| Participant deferral / active EE | $1,915 | $2,145-10.7% | $5,198-63.2% | $3,539-45.9% |
| Admin fee / account holder | $127 | $167-23.8% | $13,955-99.1% | $142-10.7% |