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| Provider | Service type | Compensation |
|---|---|---|
POZEFSKY, BRAMLEY & MURPHY2+ years Service code 29 · EIN 14-1601487 90 STATE STREET · ALBANY, NY 12207 | Legal | $8,200 |
D'ARCANGELO & CO., LLP2+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $7,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,061 | $60,545-37.1% | $92,236-58.7% | $69,631-45.3% |
| Participation rate | 81.4% | 72.2%+9.2pp | 76.5%+4.9pp | 70.7%+10.7pp |
| Annual return | 10.19% | 19.71%-9.5pp | 176.29%-166.1pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $4,791 | $2,633+81.9% | $3,679+30.2% | $2,032+135.8% |
| Participant deferral / active EE | $239 | $2,828-91.5% | $3,897-93.9% | $3,224-92.6% |
| Admin fee / account holder | $129 | $145-11.2% | $5,194-97.5% | $110+16.4% |