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| Provider | Service type | Compensation |
|---|---|---|
CHEMUNG CANAL TRUST COMPANY8+ years Service code 13 P.O. BOX 1522 · ELMIRA, NY 14902 | Contract Administrator | $20,801 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $1,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,135 | $51,226-60.7% | $82,706-75.7% | $66,930-69.9% |
| Participation rate | 54.6% | 67.9%-13.2pp | 72.6%-17.9pp | 69.8%-15.2pp |
| Annual return | -13.40% | -9.61%-3.8pp | 701.76%-715.2pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,073 | $2,612-58.9% | $3,007-64.3% | $2,545-57.8% |
| Participant deferral / active EE | $948 | $3,460-72.6% | $4,394-78.4% | $4,238-77.6% |
| Admin fee / account holder | $126 | $416-69.8% | $5,329-97.6% | $593-78.8% |