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| Provider | Service type | Compensation |
|---|---|---|
FORTE CAPITAL9+ years Filed as: FORTE CAPITAL, LLC Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $69,233 |
Filed as: PCS CAPITAL LLC Service code 13 · EIN 46-4091337 | Contract Administrator | $53,765 |
LUMSDEN & MCCORMICK LLP2 years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,792 | $88,186+142.4% | $165,071+29.5% | $74,459+187.1% |
| Participation rate | 86.5% | 73.1%+13.3pp | 78.6%+7.8pp | 67.2%+19.2pp |
| Annual return | 23.99% | 17.13%+6.9pp | 70.17%-46.2pp | 1369.70%-1345.7pp |
| Employer contribution / active EE | $11,091 | $2,600+326.5% | $4,347+155.1% | $2,626+322.4% |
| Participant deferral / active EE | $2,110 | $4,505-53.2% | $6,035-65.0% | $4,350-51.5% |
| Admin fee / account holder | $693 | $2,234-69.0% | $12,695-94.5% | $1,945-64.4% |