Filed June 8, 2009 (most recent of 2 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: FIRST GREA WEST LIFE ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,394 |
ONEIDA SAVINGS BANK1+ years Filed as: ONEIDA WEALTH MANAGEMENT Service code 27 706 N CLINTON STREET · SYRACUSE, NY 13204 | Advisory (Plan) | $19,750 |
INVEST FINANCIAL CORPORATION1+ years Service code 27 PO BOX 5097 · APPLETON, WI 54912 | Advisory (Plan) | $15,825 |
ONEIDA SAVINGS BANK1+ years Service code 13 5232 WITZ DRIVE · NORTH SYRACUSE, NY 13212 | Contract Administrator | $10,013 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,345 |
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 | $78,825 | $42,546+85.3% | $71,796+9.8% | $55,167+42.9% |
| Participation rate | 85.6% | 59.1%+26.5pp | 69.1%+16.5pp | 69.0%+16.6pp |
| Annual return | 4.70% | 12.36%-7.7pp | 78.04%-73.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,682 | $803+109.4% | $1,924-12.6% | $1,963-14.3% |
| Participant deferral / active EE | $2,937 | $2,064+42.3% | $2,794+5.1% | $3,054-3.8% |
| Admin fee / account holder | $197 | $650-69.6% | $4,815-95.9% | $504-60.8% |