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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $11,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,473 | $43,999-19.4% | $79,466-55.4% | $55,725-36.3% |
| Participation rate | 96.1% | 66.9%+29.1pp | 73.3%+22.7pp | 70.9%+25.2pp |
| Annual return | -7.18% | 1.81%-9.0pp | 718.28%-725.5pp | 244.93%-252.1pp |
| Employer contribution / active EE | $1,885 | $1,830+3.0% | $2,800-32.7% | $2,078-9.3% |
| Participant deferral / active EE | $2,604 | $2,538+2.6% | $3,704-29.7% | $3,356-22.4% |
| Admin fee / account holder | $15 | $118-87.3% | $5,104-99.7% | $115-87.1% |