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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIMKUS, MARCIANO & ASSOCIATES Service code 49 | Other Services | $2,273 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC. Service code 49 · EIN 22-2725182 3136 WINTON ROAD S. · ROCHESTER, NY 14623 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,468 | $44,984-50.1% | $85,009-73.6% | $74,546-69.9% |
| Participation rate | 21.6% | 49.4%-27.8pp | 67.5%-45.9pp | 67.2%-45.6pp |
| Annual return | 10.06% | 26.25%-16.2pp | 66.47%-56.4pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $245 | $1,458-83.2% | $2,728-91.0% | $2,624-90.7% |
| Participant deferral / active EE | $1,098 | $2,733-59.8% | $4,522-75.7% | $4,347-74.7% |
| Admin fee / account holder | $37 | $2,208-98.3% | $6,153-99.4% | $1,944-98.1% |