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| Provider | Service type | Compensation |
|---|---|---|
D'ARCANGELO & CO., LLP6+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 135025950 | Accounting | $8,700 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 443 N. FRANKLIN STREET · SYRACUSE, NY 13204 | Legal | $8,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $91,517-100.0% | $101,271-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.8%-75.8pp | 72.2%-72.2pp |
| Annual return | 9.77% | 17.17%-7.4pp | 46.48%-36.7pp | 59.30%-49.5pp |
| Employer contribution / active EE | $3,784 | $2,877+31.5% | $3,660+3.4% | $2,234+69.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |