Filed November 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC PENSION SERVICES, LLC2+ years Service code 15 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Recordkeeping | $14,510 |
Service code 52 · EIN 13-2656036 | Indirect Investment Fees | $470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,552 | $47,448+124.6% | $94,993+12.2% | $62,293+71.0% |
| Participation rate | 94.2% | 66.5%+27.7pp | 73.9%+20.3pp | 69.5%+24.7pp |
| Annual return | 13.88% | 22.64%-8.8pp | 27.12%-13.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,849 | $2,375+20.0% | $3,317-14.1% | $3,169-10.1% |
| Admin fee / account holder | $109 | $434-75.0% | $4,960-97.8% | $479-77.4% |