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| Provider | Service type | Compensation |
|---|---|---|
NOTTINGHAM ADVISORS1 year Filed as: NOTTINGHAM TRUST Service code 27 · EIN 16-1213679 126-130 SOUTH STREET · OLEAN, NY 14760 | Advisory (Plan) | $23,333 |
Service code 11 · EIN 30-0192194 239 NEW ROAD, B307 · PARSIPPANY, NJ 07054 | Actuarial | $18,170 |
MERCADIEN PC, CPAS10+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $13,125 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 0.60% | 7.22%-6.6pp | 6.70%-6.1pp | 8.21%-7.6pp |
| Employer contribution / active EE | $10,054 | $12,542-19.8% | $25,217-60.1% | $13,841-27.4% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |