Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE GROUP RETIREMENT ADVISORS Service code 28 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Investment Management | $29,774 |
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $8,288 |
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 | $12,540 | $46,464-73.0% | $150,298-91.7% | $79,634-84.3% |
| Participation rate | 71.6% | 57.0%+14.7pp | 77.8%-6.2pp | 62.5%+9.1pp |
| Annual return | 10.48% | 27.89%-17.4pp | 62.79%-52.3pp | 36.46%-26.0pp |
| Employer contribution / active EE | $840 | $1,512-44.4% | $4,154-79.8% | $2,529-66.8% |
| Participant deferral / active EE | $1,167 | $2,157-45.9% | $5,453-78.6% | $3,835-69.6% |
| Admin fee / account holder | $44 | $891-95.1% | $14,116-99.7% | $1,002-95.6% |