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| Provider | Service type | Compensation |
|---|---|---|
D. STOLLER2 years Service code 37 175 CORPORATE WOODS, SUITE 250 · ROCHESTER, NY 14623 | Loan Processing | $6,760 |
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 | $55,453-100.0% | $170,435-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 18.99% | 21.38%-2.4pp | 205.94%-187.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $412 | $2,164-81.0% | $5,432-92.4% | $2,042-79.8% |
| Participant deferral / active EE | $559 | $2,303-75.7% | $4,939-88.7% | $3,169-82.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |