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 GROUP2+ years Filed as: BURKE GROUP Service code 38 · EIN 80-0688755 | Participant Communication | $52,807 |
ALESCO ADVISORS2+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $15,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,559 | $56,485-40.6% | $185,823-81.9% | $86,799-61.3% |
| Participation rate | 48.5% | 65.5%-17.0pp | 81.7%-33.2pp | 72.3%-23.8pp |
| Annual return | 13.42% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,041 | $1,843-43.5% | $5,167-79.8% | $2,405-56.7% |
| Participant deferral / active EE | $2,142 | $2,553-16.1% | $5,568-61.5% | $4,131-48.1% |
| Admin fee / account holder | $398 | $150+166.1% | $16,237-97.5% | $170+134.7% |