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| Provider | Service type | Compensation |
|---|---|---|
ONEIDA SAVINGS BANK1 year Filed as: ONEIDA WEALTH MANAGEMENT Service code 17 · EIN 22-2361254 110 W FAYETTE STREET · SYRACUSE, NY 132021324 | Pension Consulting | $26,661 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,670 |
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.
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 | $29,991 | $57,976-48.3% | $63,018-52.4% | $62,293-51.9% |
| Participation rate | 86.7% | 75.9%+10.8pp | 74.8%+11.9pp | 69.5%+17.2pp |
| Annual return | 9.05% | 17.54%-8.5pp | 87.62%-78.6pp | 28.90%-19.8pp |
| Employer contribution / active EE | $2,277 | $2,415-5.7% | $2,761-17.5% | $2,042+11.5% |
| Participant deferral / active EE | $569 | $2,956-80.7% | $3,330-82.9% | $3,169-82.0% |
| Admin fee / account holder | $95 | $276-65.7% | $3,601-97.4% | $479-80.3% |