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| Provider | Service type | Compensation |
|---|---|---|
DR ADVISORY SERVICES5+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $18,842 |
BONADIO & CO., LLP3 years Filed as: THE BONADIO GROUP Service code 50 · EIN 16-1131146 | Direct Payment | $11,000 |
CHEMUNG CANAL TRUST COMPANY5+ years Service code 15 · EIN 16-0380815 | Recordkeeping | $10,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,883 | $43,133-42.3% | $89,400-72.2% | $73,493-66.1% |
| Participation rate | 43.5% | 55.0%-11.5pp | 68.0%-24.5pp | 70.7%-27.2pp |
| Annual return | 17.37% | 135.66%-118.3pp | 245.64%-228.3pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,045 | $1,438-27.3% | $2,586-59.6% | $2,270-54.0% |
| Participant deferral / active EE | $1,722 | $2,445-29.6% | $3,890-55.7% | $3,740-54.0% |
| Admin fee / account holder | $286 | $444-35.6% | $4,882-94.1% | $513-44.3% |