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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $46,625 |
Service code 29 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $11,763 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,425 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 06-1331738 | Securities Custodian | $7,308 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -9.30% | -41.92%+32.6pp | -38.86%+29.6pp | -14.65%+5.3pp |
| Employer contribution / active EE | $0 | $40,095-100.0% | $37,752-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |