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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 45-3679779 11 CENTRE PARK · ROCHESTER, NY 14614 | Direct Payment | $18,750 |
SEAN HUCKO, CPA, LLC1 year Service code 10 · EIN 47-4215313 1851 STONE ROAD · ROCHESTER, NY 14615 | Accounting | $14,046 |
Service code 13 · EIN 16-0962644 130 METRO PARK · ROCHESTER, NY 14623 | Contract Administrator | $13,590 |
BLITMAN & KING2+ years Filed as: BLITMAN AND KING Service code 29 · EIN 16-1047304 16 WEST MAIN STREET · ROCHESTER, NY 14614 | Legal | $10,563 |
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 183 SULLY'S TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $0 |
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.)
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 | $23,038 | $89,739-74.3% | $149,721-84.6% | $62,293-63.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.30% | 21.01%-10.7pp | 1501.67%-1491.4pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,124 | $3,233-65.2% | $5,444-79.4% | $2,042-45.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $434 | $551-21.3% | $11,282-96.2% | $479-9.5% |