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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $22,200 |
Service code 26 1250 PITTSFORD VICTOR RD. #180 · PITTSFORD, NY 14534 | Advisory (Participants) | $15,113 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO., CPA'S, LLP Service code 10 · EIN 47-5324570 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,647 | $41,016-59.4% | $152,093-89.1% | $64,097-74.0% |
| Participation rate | 95.2% | 51.3%+43.9pp | 77.8%+17.4pp | 55.2%+40.0pp |
| Annual return | 5.83% | 39.60%-33.8pp | 66.36%-60.5pp | 34.64%-28.8pp |
| Employer contribution / active EE | $531 | $1,342-60.4% | $4,175-87.3% | $1,891-71.9% |
| Participant deferral / active EE | $2,189 | $1,927+13.6% | $5,451-59.8% | $3,080-28.9% |
| Admin fee / account holder | $260 | $2,305-88.7% | $14,497-98.2% | $3,454-92.5% |