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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $56,185 |
ALESCO ADVISORS8 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $44,188 |
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 | $42,476 | $61,356-30.8% | $149,696-71.6% | $71,511-40.6% |
| Participation rate | 78.6% | 62.5%+16.0pp | 78.8%-0.2pp | 67.9%+10.6pp |
| Annual return | 17.64% | 35.86%-18.2pp | 134.46%-116.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $2,384 | $2,382+0.1% | $4,821-50.5% | $2,589-7.9% |
| Participant deferral / active EE | $3,144 | $2,920+7.7% | $5,682-44.7% | $4,291-26.7% |
| Admin fee / account holder | $357 | $1,263-71.7% | $13,212-97.3% | $1,588-77.5% |