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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 15 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Recordkeeping | $16,895 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,558 |
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 | $15,792 | $47,135-66.5% | $149,717-89.5% | $74,440-78.8% |
| Participation rate | 78.3% | 63.4%+14.9pp | 78.8%-0.5pp | 70.7%+7.5pp |
| Annual return | 17.71% | 22.75%-5.0pp | 134.41%-116.7pp | 34.37%-16.7pp |
| Employer contribution / active EE | $744 | $1,906-61.0% | $4,820-84.6% | $2,638-71.8% |
| Participant deferral / active EE | $1,879 | $2,728-31.1% | $5,682-66.9% | $4,529-58.5% |
| Admin fee / account holder | $167 | $343-51.3% | $13,213-98.7% | $348-52.0% |