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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $14,575 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,573 | $39,859-45.9% | $78,676-72.6% | $57,658-62.6% |
| Participation rate | 99.6% | 66.1%+33.5pp | 73.6%+26.1pp | 70.2%+29.4pp |
| Annual return | 5.13% | 18.96%-13.8pp | 62.19%-57.1pp | 5.13%0pp |
| Employer contribution / active EE | $761 | $1,786-57.4% | $2,850-73.3% | $1,974-61.4% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $41 | $76-46.7% | $4,510-99.1% | $95-57.0% |