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| Provider | Service type | Compensation |
|---|---|---|
ONEIDA SAVINGS BANK1+ years Filed as: ONEIDA WEALTH MANAGEMENT INC Service code 55 706 N CLINTON ST · SYRACUSE, NY 13204 | Other Commissions | $6,326 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,885 |
DAVID FISCH & CO CPAS PC1+ years Service code 10 3854 FLATLANDS AVE · BROOKLYN, NY 112343526 | Accounting | $4,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,902 | $37,117-51.8% | $147,617-87.9% | $55,191-67.6% |
| Participation rate | 26.5% | 63.6%-37.2pp | 84.6%-58.2pp | 69.2%-42.7pp |
| Annual return | -2.95% | 3.44%-6.4pp | 61.98%-64.9pp | 10.78%-13.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $566 | $1,985-71.5% | $4,895-88.4% | $3,046-81.4% |
| Admin fee / account holder | $72 | $86-16.4% | $11,612-99.4% | $91-21.2% |