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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $57,080 |
ALESCO ADVISORS7 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $43,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,384 | $65,061-44.1% | $143,757-74.7% | $66,914-45.6% |
| Participation rate | 75.9% | 65.2%+10.7pp | 80.3%-4.4pp | 69.8%+6.1pp |
| Annual return | -18.61% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,332 | $2,361-1.2% | $4,951-52.9% | $2,544-8.3% |
| Participant deferral / active EE | $3,098 | $2,919+6.1% | $5,637-45.0% | $4,237-26.9% |
| Admin fee / account holder | $350 | $502-30.2% | $14,673-97.6% | $593-40.9% |