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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 24 · EIN 80-0688766 80 LINDEN OAKES DRIVE SUITE 210 · ROCHESTER, NY 14625 | Discretionary Trustee | $43,530 |
Filed as: BUFFAMANTE, WHIPPLE, BUTTAFARO, PC Service code 10 201 WEST THIRD STREET · JAMESTOWN, NY 14701 | Accounting | $14,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $5,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $803 |
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 | $126,198 | $98,982+27.5% | $162,185-22.2% | $65,186+93.6% |
| Participation rate | 98.0% | 85.8%+12.2pp | 87.6%+10.5pp | 70.2%+27.8pp |
| Annual return | 8.02% | 24.84%-16.8pp | 115.61%-107.6pp | 29.39%-21.4pp |
| Employer contribution / active EE | $10,054 | $3,467+190.0% | $5,613+79.1% | $2,177+361.9% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3,753 | $596+529.3% | $10,844-65.4% | $847+343.0% |