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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $62,118 |
ALESCO ADVISORS3+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $15,541 |
BONADIO & CO., LLP3+ years Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $14,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,110 | $46,173-82.4% | $170,435-95.2% | $69,631-88.4% |
| Participation rate | 80.9% | 63.9%+17.0pp | 83.6%-2.7pp | 70.7%+10.2pp |
| Annual return | 14.55% | 21.62%-7.1pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $727 | $1,610-54.8% | $5,432-86.6% | $2,032-64.2% |
| Participant deferral / active EE | $810 | $2,080-61.1% | $4,939-83.6% | $3,224-74.9% |
| Admin fee / account holder | $114 | $116-1.5% | $13,881-99.2% | $110+3.5% |