Filed January 28, 2004 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: BLUE WATER CAPITAL MGMT INC Service code 27 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Plan) | $25,806 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 13 · EIN 16-1616474 6 RHOADES DRIVE · UTICA, NY 13502 | Contract Administrator | $8,393 |
Service code 13 · EIN 16-1170765 333 BUTTERNUT DRIVE · SYRACUSE, NY 13214 | Contract Administrator | $1,357 |
Filed as: EMPOWER LIFE & ANNUITY Service code 13 INSURANCE COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,097 | $129,227-45.0% | $184,256-61.4% | $77,762-8.6% |
| Participation rate | 85.6% | 87.4%-1.7pp | 86.8%-1.2pp | 70.6%+15.0pp |
| Annual return | 14.52% | 33.24%-18.7pp | 28.85%-14.3pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,270 | $4,412-25.9% | $6,427-49.1% | $2,728+19.9% |
| Participant deferral / active EE | $3,922 | $7,307-46.3% | $9,133-57.1% | $4,651-15.7% |
| Admin fee / account holder | $204 | $256-20.0% | $13,899-98.5% | $433-52.8% |