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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $37,789 |
ALESCO ADVISORS3 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $27,812 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,746 | $37,196-49.6% | $154,108-87.8% | $55,725-66.4% |
| Participation rate | 72.7% | 64.1%+8.6pp | 83.0%-10.4pp | 70.9%+1.8pp |
| Annual return | -7.39% | 1319.68%-1327.1pp | 735.21%-742.6pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,804 | $1,614+11.7% | $5,298-66.0% | $2,078-13.2% |
| Participant deferral / active EE | $2,095 | $2,068+1.3% | $5,081-58.8% | $3,356-37.6% |
| Admin fee / account holder | $180 | $102+76.7% | $13,411-98.7% | $115+55.9% |