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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1360774 80 LINDEN OAKS, SUITE 210 · ROCHESTER, NY 14625 | Contract Administrator | $40,925 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $20,000 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $16,790 |
D'ARCANGELO & CO., LLP2+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 200 E. GARDEN ST. · ROME, NY 13442 | Accounting | $10,250 |
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 | $0 | $52,884-100.0% | $84,753-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 2.98% | 18.03%-15.1pp | 22.78%-19.8pp | 169.23%-166.2pp |
| Employer contribution / active EE | $2,629 | $2,233+17.7% | $3,574-26.4% | $1,963+34.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |