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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 13-5570651 100 MADISON STREET, SUITE 100 · SYRACUSE, NY 13202 | Directed Trustee | $884 |
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 | $160,362 | $84,948+88.8% | $70,462+127.6% | $73,412+118.4% |
| Participation rate | 99.4% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 31.15% | 13.39%+17.8pp | 109.08%-77.9pp | 59.30%-28.1pp |
| Employer contribution / active EE | $4,382 | $2,834+54.6% | $2,737+60.1% | $2,234+96.2% |
| Participant deferral / active EE | $5,568 | $3,387+64.4% | $3,710+50.1% | $3,806+46.3% |
| Admin fee / account holder | $107 | $98+8.8% | $3,845-97.2% | $158-32.4% |