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| Provider | Service type | Compensation |
|---|---|---|
APFS WEALTH MANAGEMENT7+ years Service code 27 350 LINDEN OAKS SUITE 140 · ROCHESTER, NY 14625 | Advisory (Plan) | $39,617 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $32,642 |
INSERO & CO. CPAS, LLP2 years Filed as: INSERO & CO. CPAS LLP Service code 10 · EIN 47-5324570 | Accounting | $9,300 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $66,528-0.4% | $86,874-23.7% | $86,799-23.6% |
| Participation rate | 50.2% | 72.4%-22.1pp | 71.6%-21.4pp | 72.3%-22.0pp |
| Annual return | 14.32% | 19.56%-5.2pp | 63.52%-49.2pp | 97.91%-83.6pp |
| Employer contribution / active EE | $279 | $2,007-86.1% | $2,495-88.8% | $2,405-88.4% |
| Participant deferral / active EE | $2,908 | $3,240-10.2% | $3,699-21.4% | $4,131-29.6% |
| Admin fee / account holder | $358 | $148+141.5% | $5,828-93.9% | $170+111.0% |