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| Provider | Service type | Compensation |
|---|---|---|
CONSUELO T. BIASIS1 year Filed as: CONSUELO T. BIASIS, CPA Service code 10 · EIN 52-2482051 10 GREEN DR. · ROSLYN, NY 11576 | Accounting | $9,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-1209645 906 SPENCER ST · SYRACUSE, NY 13204 | Contract Administrator | $6,730 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,474 | $65,322-80.9% | $70,494-82.3% | $73,497-83.0% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 15.16% | 15.71%-0.6pp | 109.16%-94.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,202 | $2,460-51.1% | $2,738-56.1% | $2,270-47.1% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $75 | $214-65.2% | $3,848-98.1% | $513-85.5% |