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| Provider | Service type | Compensation |
|---|---|---|
D'ARCANGELO & CO., LLP1+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $8,150 |
POZEFSKY, BRAMLEY & MURPHY1+ years Service code 29 · EIN 14-1601487 90 STATE STREET · ALBANY, NY 12207 | Legal | $8,000 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH W. MCCARTHY Service code 10 · EIN 16-1120588 7644 RT 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $7,765 |
Annual investment return 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 | $27,262 | $57,921-52.9% | $84,753-67.8% | $57,658-52.7% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.7pp | 70.2%+15.0pp |
| Annual return | -9.80% | 10.24%-20.0pp | 22.78%-32.6pp | 5.13%-14.9pp |
| Employer contribution / active EE | $5,002 | $2,598+92.5% | $3,574+39.9% | $1,974+153.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $98 | $130-24.2% | $5,333-98.2% | $95+4.0% |