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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $128,858 |
ALESCO ADVISORS7+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $29,612 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $11,000 |
NEWPORT GROUP, INC.1 year Service code 21 · EIN 27-2037969 | Bank Trustee | $8,720 |
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 | $12,268 | $56,540-78.3% | $185,849-93.4% | $86,821-85.9% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 13.96% | 118.20%-104.2pp | 122.10%-108.1pp | 97.94%-84.0pp |
| Employer contribution / active EE | $822 | $1,844-55.4% | $5,169-84.1% | $2,406-65.8% |
| Participant deferral / active EE | $1,798 | $2,555-29.6% | $5,569-67.7% | $4,132-56.5% |
| Admin fee / account holder | $169 | $150+12.9% | $16,244-99.0% | $170-0.4% |