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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $22,909 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,894 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,245 | $50,919-66.1% | $155,556-88.9% | $77,762-77.8% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.8pp | 70.6%+11.5pp |
| Annual return | 17.34% | 34.84%-17.5pp | 64.84%-47.5pp | 31.27%-13.9pp |
| Employer contribution / active EE | $810 | $1,991-59.3% | $4,675-82.7% | $2,728-70.3% |
| Participant deferral / active EE | $2,146 | $2,824-24.0% | $5,631-61.9% | $4,651-53.9% |
| Admin fee / account holder | $127 | $437-71.0% | $15,885-99.2% | $433-70.7% |