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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARMBRUSTER CAPITAL MANAGEMENT Service code 15 642 KREAG RD · PITTSFORD, NY 14534 | Recordkeeping | $9,277 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,439 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,107 | $76,551-71.1% | $123,894-82.2% | $62,881-64.8% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 8.61% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,572 | $4,840-46.8% | $5,984-57.0% | $3,203-19.7% |
| Admin fee / account holder | $2,952 | $4,826-38.8% | $8,357-64.7% | $4,296-31.3% |