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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 24 · EIN 80-0688766 80 LINDEN OAKES DRIVE SUITE 210 · ROCHESTER, NY 14625 | Discretionary Trustee | $62,632 |
Filed as: BUFFAMONTE, WHIPPLE, BUFFARO P.C. Service code 10 · EIN 16-1117932 48 LAKE AVENUE · JAMESTOWN, NY 14705 | Accounting | $19,100 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 801 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.)
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 | $115,678 | $79,523+45.5% | $140,019-17.4% | $56,289+105.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -0.51% | 2.39%-2.9pp | 651.17%-651.7pp | -9.96%+9.4pp |
| Employer contribution / active EE | $8,810 | $3,350+163.0% | $5,605+57.2% | $2,111+317.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,150 | $614+250.0% | $10,705-79.9% | $521+312.7% |