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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 250 GLEN STREET · GLENS FALLS, NY 12801 | Recordkeeping | $15,926 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,875 | $51,223-53.4% | $82,763-71.2% | $66,949-64.3% |
| Participation rate | 88.2% | 67.9%+20.3pp | 72.6%+15.6pp | 69.8%+18.4pp |
| Annual return | -20.41% | -9.85%-10.6pp | 702.45%-722.9pp | 1.57%-22.0pp |
| Employer contribution / active EE | $859 | $2,611-67.1% | $3,008-71.4% | $2,545-66.2% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $56 | $415-86.4% | $5,325-98.9% | $594-90.5% |