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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $140,206 |
ALESCO ADVISORS9+ years Filed as: ALESCO ADVISORS LLC Service code 27 120 OFFICE PARK WAY · PITTSFORD, NY 14534 | Advisory (Plan) | $29,684 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 3831 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $3,336 |
NEWPORT GROUP, INC.3 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 | $11,933 | $47,180-74.7% | $149,723-92.0% | $74,473-84.0% |
| Participation rate | 90.5% | 63.4%+27.1pp | 78.8%+11.7pp | 70.7%+19.7pp |
| Annual return | 15.75% | 22.75%-7.0pp | 134.50%-118.7pp | 34.36%-18.6pp |
| Employer contribution / active EE | $878 | $1,907-54.0% | $4,821-81.8% | $2,638-66.7% |
| Participant deferral / active EE | $1,949 | $2,730-28.6% | $5,682-65.7% | $4,530-57.0% |
| Admin fee / account holder | $159 | $343-53.7% | $13,215-98.8% | $347-54.2% |