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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1360774 80 LINDEN OAKS, SUITE 210 · ROCHESTER, NY 14625 | Contract Administrator | $35,742 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 300 LINDEN OAKS SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $20,000 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 200 E. GARDEN ST. · ROME, NY 13442 | Accounting | $10,000 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $9,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,103 | $80,763-23.1% | $102,412-39.4% | $74,459-16.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.90% | 27.57%-15.7pp | 24.94%-13.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $3,140 | $3,160-0.6% | $3,870-18.9% | $2,626+19.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $542 | $2,371-77.1% | $8,388-93.5% | $1,945-72.1% |