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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $103,874 |
ALESCO ADVISORS6+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $22,966 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $10,150 |
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 | $11,638 | $52,293-77.7% | $178,503-93.5% | $73,412-84.1% |
| Participation rate | 86.1% | 65.3%+20.7pp | 81.9%+4.1pp | 72.2%+13.9pp |
| Annual return | 20.15% | 34.75%-14.6pp | 151.12%-131.0pp | 59.30%-39.1pp |
| Employer contribution / active EE | $707 | $1,736-59.3% | $5,011-85.9% | $2,234-68.3% |
| Participant deferral / active EE | $1,449 | $2,333-37.9% | $5,202-72.1% | $3,806-61.9% |
| Admin fee / account holder | $143 | $127+12.3% | $13,987-99.0% | $158-9.4% |