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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 | $45,343-63.3% | $150,298-88.9% | $67,986-75.5% |
| Participation rate | 95.2% | 51.9%+43.4pp | 77.8%+17.4pp | 57.2%+38.0pp |
| Annual return | 5.83% | 33.28%-27.4pp | 62.79%-57.0pp | 31.67%-25.8pp |
| Employer contribution / active EE | $531 | $1,462-63.7% | $4,154-87.2% | $2,019-73.7% |
| Participant deferral / active EE | $2,189 | $2,055+6.5% | $5,453-59.9% | $3,358-34.8% |
| Admin fee / account holder | $260 | $2,250-88.5% | $14,116-98.2% | $3,203-91.9% |