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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1703 MONROE AVE. · ROCHESTER, NY 14618 | Advisory (Participants) | $9,392 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,727 | $29,369-36.2% | $77,482-75.8% | $73,409-74.5% |
| Participation rate | 63.3% | 37.9%+25.3pp | 54.2%+9.1pp | 72.2%-8.9pp |
| Annual return | 16.51% | 358.15%-341.6pp | 54.79%-38.3pp | 59.29%-42.8pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,156 | $941+129.2% | $1,861+15.8% | $3,805-43.3% |
| Admin fee / account holder | $87 | $123-29.0% | $2,858-97.0% | $158-44.8% |