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| Provider | Service type | Compensation |
|---|---|---|
APFS WEALTH MANAGEMENT10+ years Service code 27 · EIN 16-1462987 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $75,187 |
Service code 14 · EIN 83-3455979 | Plan Administrator | $66,504 |
Filed as: ARCARA ZUCARELLI LENDA & ASSOC. CPA Service code 10 5214 MAIN ST #200 · WILLIAMSVILLE, NY 14221 | Accounting | $27,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,552 | $66,457-30.0% | $81,382-42.8% | $77,643-40.0% |
| Participation rate | 93.7% | 68.7%+25.0pp | 69.5%+24.3pp | 70.6%+23.2pp |
| Annual return | 11.64% | 15.93%-4.3pp | 24.73%-13.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,636 | $2,159-24.2% | $2,463-33.6% | $2,726-40.0% |
| Participant deferral / active EE | $1,237 | $3,679-66.4% | $3,883-68.1% | $4,647-73.4% |
| Admin fee / account holder | $210 | $583-63.9% | $5,768-96.4% | $430-51.1% |