Filed July 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: BURKE GROUP Service code 14 · EIN 80-0688755 | Plan Administrator | $123,885 |
Filed as: LEVEL FINANCIAL ADVISORS Service code 27 · EIN 16-1140261 | Advisory (Plan) | $20,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,297 | $47,163-61.2% | $149,696-87.8% | $74,460-75.4% |
| Participation rate | 95.6% | 63.4%+32.2pp | 78.8%+16.8pp | 70.7%+24.9pp |
| Annual return | 21.52% | 22.75%-1.2pp | 134.46%-112.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $1,139 | $1,907-40.3% | $4,821-76.4% | $2,638-56.8% |
| Participant deferral / active EE | $2,728 | $2,730-0.1% | $5,682-52.0% | $4,530-39.8% |
| Admin fee / account holder | $164 | $343-52.2% | $13,212-98.8% | $348-52.8% |