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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN AND KING Service code 29 · EIN 16-1047304 16 WEST MAIN STREET · ROCHESTER, NY 14614 | Legal | $14,560 |
GARY G. KRAUSS, CPA, P.C.1+ years Service code 10 · EIN 16-1271514 1851 STONE ROAD, SUITE 102 · ROCHESTER, NY 14615 | Accounting | $14,000 |
ROCHESTER AREA CMT & H&W FUND1+ years Filed as: ROCHESTER AREA CMT H&W FUND Service code 13 · EIN 16-0962644 130 METRO PARK · ROCHESTER, NY 14623 | Contract Administrator | $11,342 |
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 16 WEST MAIN STREET · ROCHESTER, NY 14614 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,705 | $74,089-72.1% | $133,975-84.5% | $55,167-62.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 4.24% | 12.11%-7.9pp | 29.29%-25.1pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,233 | $3,064-59.7% | $5,211-76.3% | $1,963-37.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $347 | $458-24.3% | $9,324-96.3% | $504-31.2% |