Filed January 2, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $8,223 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $2,642 |
Filed as: GENESEE CAPITAL ADVISORS Service code 26 46 SOUTH STREET · SKANEATELES, NY 13152 | Advisory (Participants) | $1,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $41,498 | $63,314-34.5% | $91,004-54.4% | $62,293-33.4% |
| Participation rate | 26.5% | 73.3%-46.9pp | 75.6%-49.1pp | 69.5%-43.1pp |
| Annual return | 20.51% | 21.00%-0.5pp | 4.60%+15.9pp | 28.90%-8.4pp |
| Employer contribution / active EE | $308 | $1,807-83.0% | $2,456-87.5% | $2,042-84.9% |
| Participant deferral / active EE | $1,065 | $2,944-63.8% | $3,548-70.0% | $3,169-66.4% |
| Admin fee / account holder | $180 | $468-61.5% | $5,417-96.7% | $479-62.4% |