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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 16-6028820 | Other Services | $42,766 |
MERRIL LYNCH1 year Service code 28 · EIN 13-5674085 | Investment Management | $20,241 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $12,300 |
ROBERT PIZZO, ESQ.4+ years Service code 29 · EIN 82-0553395 | Legal | $9,735 |
LIFETIME BENEFIT SOLUTIONS4+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,093 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,359-100.0% | $162,185-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.6%-87.6pp | 69.5%-69.5pp |
| Annual return | 3.20% | 25.46%-22.3pp | 115.61%-112.4pp | 81.02%-77.8pp |
| Employer contribution / active EE | $7,328 | $3,907+87.5% | $5,613+30.5% | $2,440+200.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |