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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $90,158 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $19,259 |
ALESCO ADVISORS4+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $18,407 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,793 | $37,196-79.0% | $154,108-94.9% | $55,725-86.0% |
| Participation rate | 91.5% | 64.1%+27.4pp | 83.0%+8.5pp | 70.9%+20.6pp |
| Annual return | -7.40% | 1319.68%-1327.1pp | 735.21%-742.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $670 | $1,614-58.5% | $5,298-87.4% | $2,078-67.8% |
| Participant deferral / active EE | $1,215 | $2,068-41.3% | $5,081-76.1% | $3,356-63.8% |
| Admin fee / account holder | $143 | $102+41.0% | $13,411-98.9% | $115+24.4% |