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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1250 PITTSFORD VICTOR RD. #180 · PITTSFORD, NY 14534 | Advisory (Participants) | $9,708 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $8,247 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $2,442 |
Employer contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,785 | $47,977-75.4% | $154,107-92.4% | $56,287-79.1% |
| Participation rate | 71.2% | 66.2%+5.0pp | 83.0%-11.9pp | 69.9%+1.3pp |
| Annual return | 9.38% | 3.54%+5.8pp | 735.12%-725.7pp | -9.96%+19.3pp |
| Employer contribution / active EE | $179 | $2,169-91.7% | $5,298-96.6% | $2,111-91.5% |
| Participant deferral / active EE | $1,282 | $2,392-46.4% | $5,081-74.8% | $3,350-61.7% |
| Admin fee / account holder | $118 | $438-73.1% | $13,411-99.1% | $521-77.4% |