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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $52,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,753 | $50,902-41.5% | $155,534-80.9% | $77,736-61.7% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.3pp | 70.6%+22.0pp |
| Annual return | 13.36% | 34.85%-21.5pp | 64.92%-51.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,421 | $1,991-28.6% | $4,675-69.6% | $2,728-47.9% |
| Participant deferral / active EE | $3,500 | $2,824+23.9% | $5,630-37.8% | $4,651-24.7% |
| Admin fee / account holder | $124 | $437-71.6% | $15,900-99.2% | $433-71.4% |