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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE GROUP RETIREMENT ADVISORS Service code 28 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Investment Management | $20,635 |
Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $5,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,605 | $56,540-77.7% | $185,849-93.2% | $86,821-85.5% |
| Participation rate | 62.4% | 65.5%-3.1pp | 81.7%-19.3pp | 72.3%-9.9pp |
| Annual return | 26.19% | 118.20%-92.0pp | 122.10%-95.9pp | 97.94%-71.8pp |
| Employer contribution / active EE | $466 | $1,844-74.7% | $5,169-91.0% | $2,406-80.6% |
| Participant deferral / active EE | $1,029 | $2,555-59.7% | $5,569-81.5% | $4,132-75.1% |
| Admin fee / account holder | $41 | $150-72.8% | $16,244-99.7% | $170-76.0% |