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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 3136 WINTON RD S., SUITE 300 · ROCHESTER, NY 14623 | Accounting | $8,200 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $8,175 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING INVESTMENT COUNSEL LLC Service code 17 360 DELAWARE AVENUE SUITE 206 · BUFFALO, NY 14202 | Pension Consulting | $7,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,043 | $35,485-57.6% | $74,551-79.8% | $55,725-73.0% |
| Participation rate | 69.7% | 62.5%+7.2pp | 69.1%+0.6pp | 70.9%-1.1pp |
| Annual return | -7.42% | 0.72%-8.1pp | 32.53%-40.0pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,278 | $777+64.4% | $1,961-34.8% | $2,078-38.5% |
| Participant deferral / active EE | $2,136 | $2,181-2.1% | $3,108-31.3% | $3,356-36.4% |
| Admin fee / account holder | $93 | $114-18.8% | $5,059-98.2% | $115-19.4% |