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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $7,883 |
D'ARCANGELO & CO., LLP1+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 135025950 | Accounting | $6,400 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,755 | $50,498-19.3% | $75,784-46.2% | $55,191-26.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.04% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,835 | $2,291-19.9% | $3,323-44.8% | $1,899-3.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $129 | $123+5.0% | $5,300-97.6% | $91+42.3% |