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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-2195688 | Recordkeeping | $4,782 |
ONEIDA SAVINGS BANK1 year Filed as: ONEIDA WEALTH MANAGEMENT Service code 99 · EIN 20-5076269 | Other Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,010 | $63,924-75.0% | $108,582-85.3% | $55,167-71.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 3.58% | 15.31%-11.7pp | -51.70%+55.3pp | 169.23%-165.6pp |
| Employer contribution / active EE | $510 | $1,879-72.9% | $3,758-86.4% | $1,963-74.0% |
| Participant deferral / active EE | $1,391 | $3,067-54.7% | $4,311-67.7% | $3,054-54.5% |
| Admin fee / account holder | $31 | $618-94.9% | $7,645-99.6% | $504-93.8% |