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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 | $12,996 |
Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $11,408 |
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 | $9,721 | $46,173-78.9% | $170,435-94.3% | $69,631-86.0% |
| Participation rate | 64.3% | 63.9%+0.4pp | 83.6%-19.3pp | 70.7%-6.4pp |
| Annual return | 10.31% | 21.62%-11.3pp | 205.94%-195.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $418 | $1,610-74.0% | $5,432-92.3% | $2,032-79.4% |
| Participant deferral / active EE | $991 | $2,080-52.4% | $4,939-79.9% | $3,224-69.3% |
| Admin fee / account holder | $34 | $116-70.5% | $13,881-99.8% | $110-69.0% |