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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADIRONDACK TRADING GROUP LLC Service code 55 2123 MAIN ST · NEW WOODSTOCK, NY 13122 | Other Commissions | $1,238 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,858 | $26,805-74.4% | $59,496-88.5% | $52,331-86.9% |
| Participation rate | 24.3% | 39.3%-15.0pp | 54.6%-30.2pp | 68.1%-43.8pp |
| Annual return | -0.83% | 2.61%-3.4pp | 182.05%-182.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $761 | $916-17.0% | $1,829-58.4% | $3,022-74.8% |
| Admin fee / account holder | $5 | $305-98.5% | $2,232-99.8% | $592-99.2% |