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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKBRIDGE INVESTMENT MANAGEMENT Service code 28 101 SOUTH SALINA STREET · SYRACUSE, NY 13202 | Investment Management | $11,663 |
Service code 12 · EIN 23-3038464 | Contract Administrator; Participant c... | $2,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,110 | $36,916-75.3% | $156,551-94.2% | $57,658-84.2% |
| Participation rate | 64.2% | 63.4%+0.8pp | 84.0%-19.8pp | 70.2%-6.0pp |
| Annual return | 2.22% | 12.38%-10.2pp | 32.23%-30.0pp | 5.13%-2.9pp |
| Employer contribution / active EE | $402 | $1,571-74.4% | $5,501-92.7% | $1,974-79.6% |
| Participant deferral / active EE | $978 | $1,926-49.2% | $4,871-79.9% | $3,061-68.0% |
| Admin fee / account holder | $34 | $82-58.5% | $13,028-99.7% | $95-63.8% |