Filed November 26, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER10+ years Service code 27 · EIN 16-0993736 200 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $83,655 |
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 19 · EIN 80-0688755 80 LINDEN OAKS DRIVE · ROCHESTER, NY 14625 | Securities Custodian | $57,944 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $31,350 |
COMPASS ONE3 years Service code 18 · EIN 83-2095475 | Custodial (other than securities) | $6,354 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 5.12% | 8.12%-3.0pp | 9.82%-4.7pp | 8.21%-3.1pp |
| Employer contribution / active EE | $14,718 | $16,766-12.2% | $30,322-51.5% | $13,841+6.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |