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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $13,421 |
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 | $28,474 | $66,124-56.9% | $90,461-68.5% | $73,497-61.3% |
| Participation rate | 98.2% | 69.7%+28.5pp | 72.7%+25.5pp | 70.7%+27.5pp |
| Annual return | 14.72% | 17.65%-2.9pp | 1294.76%-1280.0pp | 28.51%-13.8pp |
| Employer contribution / active EE | $834 | $2,346-64.5% | $3,264-74.5% | $2,270-63.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $41 | $396-89.6% | $5,617-99.3% | $513-92.0% |