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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 | $80,781+199.6% | $102,437+136.2% | $74,478+224.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.37% | 27.58%-15.2pp | 24.95%-12.6pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $9,461 | $3,160+199.4% | $3,871+144.4% | $2,626+260.3% |
| Participant deferral / active EE | $9,673 | $3,862+150.5% | $5,060+91.2% | $4,350+122.3% |
| Admin fee / account holder | $44 | $2,372-98.2% | $8,388-99.5% | $1,946-97.8% |