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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1360774 80 LINDEN OAKS, SUITE 210 · ROCHESTER, NY 14625 | Contract Administrator | $31,173 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $18,333 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 SUITE 300, 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $10,734 |
D'ARCANGELO & CO., LLP3+ 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 | $58,726-100.0% | $92,236-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 11.73% | 43.62%-31.9pp | 176.29%-164.6pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,355 | $2,392-1.5% | $3,679-36.0% | $2,042+15.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |