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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $151,852 |
ALESCO ADVISORS8+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $30,578 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $9,862 |
NEWPORT GROUP, INC.2 years Service code 21 · EIN 27-2037969 | Bank Trustee | $0 |
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 | $11,485 | $46,332-75.2% | $143,797-92.0% | $64,824-82.3% |
| Participation rate | 88.4% | 64.2%+24.1pp | 80.3%+8.1pp | 71.5%+16.9pp |
| Annual return | -12.21% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $772 | $1,911-59.6% | $4,952-84.4% | $2,507-69.2% |
| Participant deferral / active EE | $1,677 | $2,647-36.7% | $5,638-70.3% | $4,311-61.1% |
| Admin fee / account holder | $196 | $154+27.1% | $14,679-98.7% | $188+4.1% |