Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 17 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Pension Consulting | $17,406 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,568 | $42,367+7.6% | $79,576-42.7% | $64,814-29.7% |
| Participation rate | 17.3% | 64.7%-47.4pp | 69.5%-52.1pp | 71.5%-54.1pp |
| Annual return | -18.16% | -12.23%-5.9pp | 0.15%-18.3pp | 32.84%-51.0pp |
| Employer contribution / active EE | $149 | $1,181-87.4% | $2,413-93.8% | $2,507-94.0% |
| Participant deferral / active EE | $3,035 | $3,170-4.3% | $3,985-23.9% | $4,310-29.6% |
| Admin fee / account holder | $543 | $160+240.2% | $6,834-92.1% | $188+189.0% |