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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,026 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 | Recordkeeping | $9,238 |
Service code 26 110 MAIN STREET · POUGHKEEPSIE, NY 12601 | Advisory (Participants) | $4,349 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARBOR4 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $31,449 | $58,888-46.6% | $178,498-82.4% | $73,493-57.2% |
| Participation rate | 76.8% | 66.2%+10.6pp | 81.9%-5.1pp | 70.7%+6.1pp |
| Annual return | 11.40% | 24.86%-13.5pp | 151.09%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,071 | $2,236-52.1% | $5,011-78.6% | $2,270-52.8% |
| Participant deferral / active EE | $873 | $2,568-66.0% | $5,202-83.2% | $3,740-76.7% |
| Admin fee / account holder | $210 | $400-47.5% | $13,985-98.5% | $513-59.1% |