Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $65,650 |
ALESCO ADVISORS6 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $48,487 |
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 | $40,670 | $56,511-28.0% | $185,837-78.1% | $86,813-53.2% |
| Participation rate | 76.8% | 65.5%+11.3pp | 81.7%-4.9pp | 72.3%+4.5pp |
| Annual return | 13.99% | 118.12%-104.1pp | 122.08%-108.1pp | 97.93%-83.9pp |
| Employer contribution / active EE | $1,958 | $1,844+6.2% | $5,168-62.1% | $2,406-18.6% |
| Participant deferral / active EE | $2,821 | $2,554+10.4% | $5,568-49.3% | $4,131-31.7% |
| Admin fee / account holder | $360 | $150+140.7% | $16,241-97.8% | $170+112.3% |