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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 49 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Other Services | $16,746 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,132 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,996 | $80,748+199.7% | $102,383+136.4% | $74,429+225.1% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.37% | 27.57%-15.2pp | 24.94%-12.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $9,461 | $3,159+199.5% | $3,870+144.5% | $2,625+260.4% |
| Participant deferral / active EE | $9,673 | $3,861+150.5% | $5,060+91.2% | $4,348+122.4% |
| Admin fee / account holder | $44 | $2,371-98.2% | $8,391-99.5% | $1,944-97.8% |