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| Provider | Service type | Compensation |
|---|---|---|
D'ARCANGELO & CO., LLP5+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 135025950 | Accounting | $7,700 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $6,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,601-100.0% | $92,903-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 18.40% | 92.58%-74.2pp | 109.43%-91.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $3,200 | $2,775+15.3% | $3,653-12.4% | $2,148+49.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |