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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 15 300 MERIDIAN CENTRE BLVD · ROCHESTER, NY 14618 | Recordkeeping | $140,618 |
Filed as: COBBLESTONE CAPITAL ADVISORS, LLC Service code 27 500 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $21,842 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $2,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,198 | $161,888-93.1% | $147,318-92.4% | $100,573-88.9% |
| Participation rate | 14.0% | 78.1%-64.1pp | 82.1%-68.0pp | 70.9%-56.9pp |
| Annual return | 11.59% | 22.84%-11.2pp | 70.43%-58.8pp | 18.89%-7.3pp |
| Employer contribution / active EE | $0 | $5,949-100.0% | $4,593-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $42 | $9,384-99.6% | $7,906-99.5% | $4,921-99.1% |
| Admin fee / account holder | $240 | $198+21.3% | $13,708-98.2% | $454-47.1% |