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| Provider | Service type | Compensation |
|---|---|---|
BPAS5 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $42,602 |
CAPITAL WEALTH MANAGEMENT8+ years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $42,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,105 | $71,142-76.0% | $119,609-85.7% | $64,808-73.6% |
| Participation rate | 87.1% | 78.6%+8.5pp | 79.3%+7.8pp | 71.5%+15.6pp |
| Annual return | -13.85% | -10.01%-3.8pp | -14.97%+1.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,119 | $2,497-55.2% | $4,232-73.6% | $2,506-55.3% |
| Participant deferral / active EE | $2,064 | $4,490-54.0% | $5,602-63.2% | $4,310-52.1% |
| Admin fee / account holder | $122 | $162-24.9% | $10,323-98.8% | $188-35.2% |