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| Provider | Service type | Compensation |
|---|---|---|
APFS WEALTH MANAGEMENT5+ years Service code 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $31,552 |
UNIFIED TRUST COMPANY, N.A.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $29,537 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $8,800 |
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 | $51,445 | $55,790-7.8% | $76,667-32.9% | $67,582-23.9% |
| Participation rate | 62.1% | 71.1%-9.0pp | 72.1%-10.0pp | 71.3%-9.2pp |
| Annual return | 18.70% | 64.45%-45.8pp | 1166.74%-1148.0pp | 378.57%-359.9pp |
| Employer contribution / active EE | $314 | $1,810-82.7% | $2,303-86.4% | $2,148-85.4% |
| Participant deferral / active EE | $2,984 | $2,875+3.8% | $3,336-10.5% | $3,539-15.7% |
| Admin fee / account holder | $307 | $159+92.6% | $6,423-95.2% | $142+115.4% |