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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 16-1092347 333 EAST WATER STREET · ELMIRA, NY 14901 | Accounting | $32,382 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $28,700 |
Service code 13 · EIN 83-2454243 5600 NEW KING DRIVE · TROY, MI 48098 | Contract Administrator | $28,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,000 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,309 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,551 | $83,369+98.6% | $105,223+57.3% | $67,986+143.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 9.02% | 24.64%-15.6pp | 180.65%-171.6pp | 31.67%-22.6pp |
| Employer contribution / active EE | $8,976 | $2,541+253.3% | $3,689+143.3% | $2,019+344.6% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $921 | $4,073-77.4% | $8,859-89.6% | $3,203-71.3% |