Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $43,749-61.9% | $158,223-89.5% | $65,306-74.5% |
| Participation rate | 95.2% | 56.9%+38.3pp | 79.2%+16.0pp | 57.7%+37.5pp |
| Annual return | 5.83% | 19.41%-13.6pp | 52.09%-46.3pp | 21.94%-16.1pp |
| Employer contribution / active EE | $531 | $1,497-64.5% | $4,109-87.1% | $1,967-73.0% |
| Participant deferral / active EE | $2,189 | $2,019+8.4% | $5,467-60.0% | $2,959-26.0% |
| Admin fee / account holder | $260 | $1,930-86.6% | $16,047-98.4% | $3,480-92.5% |