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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 | $14,397 |
Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $7,721 |
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 | $11,169 | $62,928-82.3% | $172,752-93.5% | $67,579-83.5% |
| Participation rate | 57.0% | 64.5%-7.5pp | 82.6%-25.7pp | 71.3%-14.3pp |
| Annual return | 4.35% | 30.36%-26.0pp | 802.97%-798.6pp | 378.56%-374.2pp |
| Employer contribution / active EE | $415 | $1,636-74.6% | $5,144-91.9% | $2,148-80.7% |
| Participant deferral / active EE | $1,078 | $2,145-49.7% | $5,198-79.3% | $3,539-69.5% |
| Admin fee / account holder | $39 | $167-76.8% | $13,955-99.7% | $142-72.8% |