Filed September 30, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 13 · EIN 80-0688755 300 MERIDIAN CENTRE · ROCHESTER, NY 14618 | Contract Administrator | $48,208 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL ADVISORS Service code 27 · EIN 13-2638166 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $40,900 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC. Service code 19 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Securities Custodian | $5,210 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,932 | $89,123-35.0% | $102,460-43.5% | $77,762-25.5% |
| Participation rate | 87.1% | 80.9%+6.2pp | 76.5%+10.6pp | 70.6%+16.5pp |
| Annual return | 7.37% | 25.05%-17.7pp | 29.47%-22.1pp | 31.27%-23.9pp |
| Employer contribution / active EE | $4,031 | $2,700+49.3% | $3,025+33.2% | $2,728+47.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $275 | $236+16.6% | $9,460-97.1% | $433-36.4% |