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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $60,823 |
ALESCO ADVISORS9 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $48,930 |
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 | $43,651 | $55,446-21.3% | $155,574-71.9% | $74,429-41.4% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 13.49% | 269.20%-255.7pp | 64.87%-51.4pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $5,114 | $2,266+125.7% | $4,676+9.4% | $2,625+94.8% |
| Participant deferral / active EE | $3,158 | $2,836+11.3% | $5,629-43.9% | $4,348-27.4% |
| Admin fee / account holder | $362 | $1,743-79.2% | $15,914-97.7% | $1,944-81.4% |