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 GROUP2 years Filed as: BURKE GROUP Service code 13 · EIN 80-0688755 80 LINDEN OAKS · ROCHESTER, NY 14625 | Contract Administrator | $51,784 |
Filed as: UBS FINANCIAL ADVISORS Service code 27 · EIN 13-2638166 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $30,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 19 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,184 | $72,303-25.1% | $86,691-37.5% | $64,814-16.4% |
| Participation rate | 84.7% | 80.4%+4.3pp | 76.6%+8.1pp | 71.5%+13.2pp |
| Annual return | -12.29% | 392.77%-405.1pp | 35.94%-48.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $3,716 | $2,393+55.3% | $2,837+31.0% | $2,507+48.2% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $244 | $174+40.3% | $7,492-96.7% | $188+30.0% |