Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LVW ADVISORS, LLC3+ years Filed as: LVW ADVISORS Service code 27 67 MONROE AVENUE · PITTSFORD, NY 14534 | Advisory (Plan) | $94,857 |
HALLETT ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1592340 | Actuarial | $22,020 |
Service code 10 · EIN 25-1005407 | Accounting | $18,475 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NA Service code 18 · EIN 25-1211909 | Custodial (other than securities) | $10,411 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 1.82% | -2.68%+4.5pp | 12.68%-10.9pp | -0.69%+2.5pp |
| Employer contribution / active EE | $3,817 | $18,045-78.8% | $22,860-83.3% | $16,786-77.3% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |