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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $193,009 |
ALESCO ADVISORS10+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $33,460 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $4,055 |
NEWPORT GROUP, INC.4 years Service code 21 · EIN 27-2037969 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,846 | $50,919-70.8% | $155,556-90.5% | $77,762-80.9% |
| Participation rate | 92.0% | 63.1%+28.9pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 10.94% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,006 | $1,991-49.5% | $4,675-78.5% | $2,728-63.1% |
| Participant deferral / active EE | $2,234 | $2,824-20.9% | $5,631-60.3% | $4,651-52.0% |
| Admin fee / account holder | $243 | $437-44.3% | $15,885-98.5% | $433-43.8% |