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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAMILTON CAVANAUGH Service code 27 661 N BROADWAY · N WHITE PLAINS, NY 10603 | Advisory (Plan) | $2,691 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $1,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $290,118 | $202,342+43.4% | $172,753+67.9% | $152,909+89.7% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 16.28% | 1029.88%-1013.6pp | 803.00%-786.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $12,708 | $5,857+117.0% | $5,144+147.0% | $4,764+166.8% |
| Participant deferral / active EE | $13,410 | $5,948+125.5% | $5,198+158.0% | $5,851+129.2% |
| Admin fee / account holder | $90 | $17,112-99.5% | $13,956-99.4% | $11,601-99.2% |