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| Provider | Service type | Compensation |
|---|---|---|
LVW ADVISORS, LLC5+ years Filed as: LVW ADVISORS Service code 27 67 MONROE AVENUE · PITTSFORD, NY 14534 | Advisory (Plan) | $76,176 |
Service code 10 · EIN 25-1005407 | Accounting | $16,700 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NA Service code 18 · EIN 25-1211909 | Custodial (other than securities) | $11,817 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 4.96% | 10.60%-5.6pp | -2.84%+7.8pp | 627.08%-622.1pp |
| Employer contribution / active EE | $9,656 | $19,729-51.1% | $33,329-71.0% | $18,824-48.7% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |