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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TREVETT CRISTO SALZER Service code 29 · EIN 16-1278314 2 STATE STREET · ROCHESTER, NY 14614 | Legal | $18,086 |
D'ARCANGELO & CO., LLP1+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,400 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $15,000 |
Filed as: PRUDENTIAL RETIREMENT & INSURANCE Service code 28 · EIN 06-1050034 5786 WIDEWATERS PARKWAY · DEWITT, NY 13214 | Investment Management | $8,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,360 | $50,498+23.5% | $75,784-17.7% | $55,191+13.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.32% | 1.80%-3.1pp | 9.68%-11.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $2,441 | $2,291+6.6% | $3,323-26.5% | $1,899+28.6% |
| Participant deferral / active EE | $508 | $2,589-80.4% | $3,652-86.1% | $3,046-83.3% |
| Admin fee / account holder | $148 | $123+20.7% | $5,300-97.2% | $91+63.6% |