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| Provider | Service type | Compensation |
|---|---|---|
APFS WEALTH MANAGEMENT4+ years Service code 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $31,325 |
UNIFIED TRUST COMPANY, N.A.4+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $30,230 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $18,700 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,980 | $48,261-8.9% | $68,612-35.9% | $55,725-21.1% |
| Participation rate | 61.0% | 71.0%-10.0pp | 72.2%-11.2pp | 70.9%-9.8pp |
| Annual return | -5.50% | -2.61%-2.9pp | -4.63%-0.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $317 | $1,742-81.8% | $2,625-87.9% | $2,078-84.7% |
| Participant deferral / active EE | $2,969 | $2,712+9.5% | $3,311-10.3% | $3,356-11.5% |
| Admin fee / account holder | $354 | $126+180.2% | $5,131-93.1% | $115+206.9% |