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| Provider | Service type | Compensation |
|---|---|---|
LIFEMARK SECURITIES CORP3 years Filed as: LIFEMARK SECURITIES Service code 27 400 WEST METRO PARK · ROCHESTER, NY 14623 | Advisory (Plan) | $17,177 |
ASCENSUS LLC6+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $15,028 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,820 | $58,888-56.2% | $178,499-85.5% | $73,493-64.9% |
| Participation rate | 72.8% | 66.2%+6.6pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 16.21% | 24.86%-8.7pp | 151.10%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,622 | $2,236-27.4% | $5,011-67.6% | $2,270-28.5% |
| Participant deferral / active EE | $3,284 | $2,568+27.9% | $5,202-36.9% | $3,740-12.2% |
| Admin fee / account holder | $175 | $400-56.4% | $13,986-98.8% | $513-66.0% |