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| Provider | Service type | Compensation |
|---|---|---|
SENATE SECURITIES1+ years Service code 55 253 WALL STREET · KINGSTON, NY 124013837 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,118 | $25,723+199.8% | $69,182+11.5% | $55,167+39.8% |
| Participation rate | 18.7% | 39.4%-20.7pp | 55.1%-36.4pp | 69.0%-50.3pp |
| Annual return | 6.04% | 9.56%-3.5pp | -21.93%+28.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $463 | $480-3.7% | $1,206-61.7% | $1,963-76.4% |
| Participant deferral / active EE | $1,239 | $963+28.6% | $1,897-34.7% | $3,054-59.4% |
| Admin fee / account holder | $71 | $365-80.5% | $2,697-97.4% | $504-85.9% |