Filed March 23, 1994
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 |
|---|---|---|
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $80,557 |
ALESCO ADVISORS5+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $23,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,364 | $50,919-50.2% | $155,556-83.7% | $77,762-67.4% |
| Participation rate | 78.4% | 63.1%+15.3pp | 78.2%+0.2pp | 70.6%+7.8pp |
| Annual return | 13.10% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,663 | $1,991-16.5% | $4,675-64.4% | $2,728-39.0% |
| Participant deferral / active EE | $3,099 | $2,824+9.7% | $5,631-45.0% | $4,651-33.4% |
| Admin fee / account holder | $285 | $437-34.6% | $15,885-98.2% | $433-34.0% |