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| Provider | Service type | Compensation |
|---|---|---|
CHEMUNG CANAL TRUST COMPANY10+ years Service code 13 P.O. BOX 1522 · ELMIRA, NY 14902 | Contract Administrator | $25,570 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $2,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,374 | $60,393-49.7% | $81,820-62.9% | $74,429-59.2% |
| Participation rate | 65.8% | 62.9%+2.9pp | 72.4%-6.6pp | 67.2%-1.4pp |
| Annual return | 12.30% | 16.89%-4.6pp | 777.93%-765.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,115 | $2,626-57.6% | $2,915-61.8% | $2,625-57.5% |
| Participant deferral / active EE | $928 | $3,397-72.7% | $4,323-78.5% | $4,348-78.7% |
| Admin fee / account holder | $189 | $1,491-87.3% | $7,391-97.4% | $1,944-90.3% |