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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKBRIDGE INVESTMENT MANAGEMENT Service code 28 220 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Investment Management | $14,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,584 | $37,196-68.9% | $154,108-92.5% | $55,725-79.2% |
| Participation rate | 53.0% | 64.1%-11.1pp | 83.0%-30.0pp | 70.9%-17.9pp |
| Annual return | 5.32% | 1319.68%-1314.4pp | 735.21%-729.9pp | 244.93%-239.6pp |
| Employer contribution / active EE | $388 | $1,614-76.0% | $5,298-92.7% | $2,078-81.3% |
| Participant deferral / active EE | $987 | $2,068-52.3% | $5,081-80.6% | $3,356-70.6% |
| Admin fee / account holder | $52 | $102-48.8% | $13,411-99.6% | $115-54.8% |