Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAMILTON CAVANAUGH & ASSOC - ASPIRE Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Recordkeeping | $6,785 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $4,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,651 | $37,213-60.6% | $156,551-90.6% | $63,975-77.1% |
| Participation rate | 95.3% | 65.0%+30.3pp | 84.0%+11.3pp | 71.1%+24.2pp |
| Annual return | 4.87% | 47.89%-43.0pp | 32.23%-27.4pp | 48.65%-43.8pp |
| Employer contribution / active EE | $720 | $1,357-46.9% | $5,501-86.9% | $2,182-67.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $56-83.4% | $13,028-99.9% | $70-86.7% |