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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR7+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $50,091 |
MICHELLE OCHOCINSKI7+ years Service code 30 | Employee (plan) | $20,235 |
Filed as: CAMBRIDGE ADVISORS Service code 10 · EIN 16-1543527 6225 SHERIDAN DR. · WILLIAMSVILLE, NY 14221 | Accounting | $12,451 |
Filed as: RAYMOND MORGAN, JR. Service code 30 | Employee (plan) | $11,868 |
EFPR GROUP, CPAS, PLLC6 years Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $9,900 |
COMPLIANCE VERIFICATION6 years Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $6,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $57,110 | $111,491-48.8% | $189,537-69.9% | $86,821-34.2% |
| Participation rate | 21.8% | 87.3%-65.5pp | 87.8%-66.0pp | 72.3%-50.5pp |
| Annual return | 15.14% | 83.50%-68.4pp | 555.34%-540.2pp | 97.94%-82.8pp |
| Employer contribution / active EE | $917 | $3,951-76.8% | $6,161-85.1% | $2,406-61.9% |
| Participant deferral / active EE | $1,789 | $6,437-72.2% | $8,220-78.2% | $4,132-56.7% |
| Admin fee / account holder | $624 | $189+230.8% | $12,048-94.8% | $170+268.1% |