Filed March 17, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIMKUS, MARCIANO & ASSOC. INC. Service code 13 3136 WINTON RD S, SUITE 300 · ROCHESTER, NY 14623 | Contract Administrator | $7,489 |
MENGEL, METZGER, BARR & CO. LLP1+ years Filed as: MENGEL METZGER BARR & CO. LLP Service code 50 · EIN 16-1092347 | Direct Payment | $6,000 |
Service code 13 | Contract Administrator | $2,150 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
DAVID ROMANO1+ years Filed as: DAVID GENE BENEDICT Service code 53 700 BAUSCH AND LOMB PL · ROCHESTER, NY 14604 | Insurance Commissions | $0 |
MARK NARDELLA1+ years Filed as: MARK S WILSON Service code 53 349 COMMERCIAL ST · EAST ROCHESTER, NY 14445 | Insurance Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,140 | $36,916-77.9% | $156,551-94.8% | $57,658-85.9% |
| Participation rate | 90.6% | 63.4%+27.2pp | 84.0%+6.6pp | 70.2%+20.4pp |
| Annual return | -1.23% | 12.38%-13.6pp | 32.23%-33.5pp | 5.13%-6.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $954 | $1,926-50.4% | $4,871-80.4% | $3,061-68.8% |
| Admin fee / account holder | $32 | $82-61.1% | $13,028-99.8% | $95-66.1% |