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| Provider | Service type | Compensation |
|---|---|---|
FORTE CAPITAL10+ years Filed as: FORTE CAPITAL, LLC Service code 27 400 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $76,894 |
Filed as: PCS CAPITAL LLC Service code 13 · EIN 46-4091337 | Contract Administrator | $59,599 |
LUMSDEN & MCCORMICK LLP3 years Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,418 | $91,120+137.5% | $161,149+34.3% | $64,097+237.6% |
| Participation rate | 0.0% | 62.2%-62.2pp | 78.8%-78.8pp | 55.2%-55.2pp |
| Annual return | 10.13% | 17.95%-7.8pp | 21.16%-11.0pp | 34.64%-24.5pp |
| Employer contribution / active EE | $11,651 | $2,284+410.1% | $4,360+167.2% | $1,891+515.9% |
| Participant deferral / active EE | $2,053 | $3,708-44.6% | $6,153-66.6% | $3,080-33.3% |
| Admin fee / account holder | $723 | $4,535-84.1% | $15,194-95.2% | $3,454-79.1% |