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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 24 · EIN 80-0688766 80 LINDEN OAKES DRIVE · ROCHESTER, NY 14625 | Discretionary Trustee | $53,450 |
Filed as: BUFFAMONTE, WHIPPLE, BUTTAFARO P.C. Service code 10 · EIN 16-1117932 46 LAKE AVENUE · JAMESTOWN, NY 14705 | Accounting | $15,736 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,902 | $74,089+37.5% | $133,975-23.9% | $55,167+84.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 2.81% | 12.11%-9.3pp | 29.29%-26.5pp | 169.23%-166.4pp |
| Employer contribution / active EE | $7,477 | $3,064+144.1% | $5,211+43.5% | $1,963+281.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,485 | $458+224.1% | $9,324-84.1% | $504+194.6% |