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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $32,937 |
ALESCO ADVISORS2 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $22,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,569 | $46,173-59.8% | $170,435-89.1% | $69,631-73.3% |
| Participation rate | 59.4% | 63.9%-4.5pp | 83.6%-24.2pp | 70.7%-11.3pp |
| Annual return | 16.42% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,499 | $1,610-6.9% | $5,432-72.4% | $2,032-26.2% |
| Participant deferral / active EE | $1,790 | $2,080-14.0% | $4,939-63.8% | $3,224-44.5% |
| Admin fee / account holder | $156 | $116+34.8% | $13,881-98.9% | $110+41.6% |