Filed January 13, 2005
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 |
|---|---|---|
Service code 59 · EIN 13-3689044 | Shareholder Servicing | $82,131 |
BPAS1 year Filed as: BPAS TPA SERVICES Service code 16 · EIN 16-1616474 | Consulting | $23,900 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
ONEIDA SAVINGS BANK1 year Filed as: ONEIDA WEALTH MANAGEMENT INC Service code 23 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Insurance services; Insurance brokera... | $0 |
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 | $29,649 | $36,916-19.7% | $156,551-81.1% | $57,658-48.6% |
| Participation rate | 70.8% | 63.4%+7.4pp | 84.0%-13.2pp | 70.2%+0.6pp |
| Annual return | 10.34% | 12.38%-2.0pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $1,691 | $1,571+7.7% | $5,501-69.3% | $1,974-14.3% |
| Participant deferral / active EE | $1,975 | $1,926+2.6% | $4,871-59.5% | $3,061-35.5% |
| Admin fee / account holder | $121 | $82+46.6% | $13,028-99.1% | $95+27.9% |