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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT5+ years Service code 21 · EIN 16-1045618 40A GROVE · PITTSFORD, NY 14534 | Bank Trustee | $33,395 |
COBBLESTONE CAPITAL ADVISORS5+ years Service code 21 | Bank Trustee | $13,325 |
FLAHERTY SALMIN, LLP5+ years Service code 10 2300 BUFFALO ROAD, BLDG. 200 · ROCHESTER, NY 14624 | Accounting | $12,000 |
Filed as: PINNACLE ADVISORY Service code 21 | Bank Trustee | $10,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,211 | $65,376+204.7% | $87,102+128.7% | $65,185+205.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 16.82% | 31.27%-14.5pp | 28.19%-11.4pp | 29.38%-12.6pp |
| Employer contribution / active EE | $9,251 | $1,822+407.6% | $2,521+266.9% | $2,177+325.0% |
| Participant deferral / active EE | $3,275 | $3,388-3.4% | $4,048-19.1% | $3,514-6.8% |
| Admin fee / account holder | $736 | $520+41.6% | $7,491-90.2% | $847-13.1% |