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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 24 · EIN 80-0688766 80 LINDEN OAKES DRIVE, SUITE 210 · ROCHESTER, NY 14625 | Discretionary Trustee | $62,826 |
Filed as: BUFFAMONTE, WHIPPLE, BUFFARO P.C. Service code 10 · EIN 16-1117932 46 LAKE AVENUE · JAMESTOWN, NY 14705 | Accounting | $14,300 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 801 MAIN STREET · BUFFALO, NY 14203 | Advisory (Plan) | $5,000 |
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 | $115,672 | $89,739+28.9% | $149,721-22.7% | $62,293+85.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.41% | 21.01%-7.6pp | 1501.67%-1488.3pp | 28.90%-15.5pp |
| Employer contribution / active EE | $6,213 | $3,233+92.2% | $5,444+14.1% | $2,042+204.2% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,597 | $551+189.7% | $11,282-85.8% | $479+233.2% |