Filed July 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $90,743 |
Filed as: LEVEL FINANCIAL ADVISORS Service code 27 · EIN 16-1140261 | Advisory (Plan) | $16,158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,509 | $52,293-76.1% | $178,499-93.0% | $73,412-83.0% |
| Participation rate | 96.4% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 23.88% | 34.75%-10.9pp | 151.10%-127.2pp | 59.30%-35.4pp |
| Employer contribution / active EE | $1,384 | $1,735-20.2% | $5,011-72.4% | $2,234-38.0% |
| Participant deferral / active EE | $2,053 | $2,332-12.0% | $5,202-60.5% | $3,806-46.1% |
| Admin fee / account holder | $142 | $127+11.3% | $13,986-99.0% | $158-10.2% |