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| Provider | Service type | Compensation |
|---|---|---|
D. STOLLER1 year Service code 37 175 CORPORATE WOODS, SUITE 250 · ROCHESTER, NY 14623 | Loan Processing | $6,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,732-100.0% | $156,551-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 9.41% | 17.72%-8.3pp | 32.23%-22.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $369 | $2,105-82.5% | $5,501-93.3% | $1,963-81.2% |
| Participant deferral / active EE | $515 | $2,204-76.6% | $4,871-89.4% | $3,054-83.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |