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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $50,954 |
ALESCO ADVISORS5 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $37,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,198 | $52,293-46.1% | $178,503-84.2% | $73,412-61.6% |
| Participation rate | 74.3% | 65.3%+9.0pp | 81.9%-7.6pp | 72.2%+2.1pp |
| Annual return | 15.70% | 34.75%-19.1pp | 151.12%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $2,034 | $1,736+17.2% | $5,011-59.4% | $2,234-8.9% |
| Participant deferral / active EE | $2,464 | $2,333+5.6% | $5,202-52.6% | $3,806-35.2% |
| Admin fee / account holder | $220 | $127+72.8% | $13,987-98.4% | $158+39.4% |