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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $90,697 |
ALESCO ADVISORS5+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $20,357 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $14,950 |
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 | $9,385 | $62,928-85.1% | $172,753-94.6% | $67,582-86.1% |
| Participation rate | 87.8% | 64.5%+23.4pp | 82.6%+5.2pp | 71.3%+16.6pp |
| Annual return | 21.00% | 30.36%-9.4pp | 803.00%-782.0pp | 378.57%-357.6pp |
| Employer contribution / active EE | $596 | $1,636-63.5% | $5,144-88.4% | $2,148-72.2% |
| Participant deferral / active EE | $1,269 | $2,145-40.8% | $5,198-75.6% | $3,539-64.1% |
| Admin fee / account holder | $137 | $167-17.6% | $13,956-99.0% | $142-3.5% |