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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,569 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 142281120 | Contract Administrator | $9,235 |
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $7,500 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AGENCY Service code 49 | Other Services | $2,283 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AGENCY INC. Service code 49 · EIN 16-1305463 1 LINCOLN CENTER · SYRACUSE, NY 132021306 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,188 | $46,173-47.6% | $170,435-85.8% | $69,631-65.3% |
| Participation rate | 53.3% | 63.9%-10.6pp | 83.6%-30.3pp | 70.7%-17.4pp |
| Annual return | 189.79% | 21.62%+168.2pp | 205.94%-16.2pp | 27571.02%-27381.2pp |
| Employer contribution / active EE | $968 | $1,610-39.9% | $5,432-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $654 | $2,080-68.6% | $4,939-86.8% | $3,224-79.7% |
| Admin fee / account holder | $95 | $116-17.9% | $13,881-99.3% | $110-13.8% |