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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAVANAUGH & ASSOC1+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $86,414 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $64,168 |
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 | $17,572 | $37,039-52.6% | $147,618-88.1% | $59,188-70.3% |
| Participation rate | 93.7% | 63.8%+29.9pp | 84.6%+9.1pp | 69.4%+24.3pp |
| Annual return | 2.81% | 7.19%-4.4pp | 61.98%-59.2pp | 5.51%-2.7pp |
| Employer contribution / active EE | $2,032 | $1,353+50.2% | $5,564-63.5% | $2,098-3.1% |
| Participant deferral / active EE | $3,608 | $2,094+72.3% | $4,895-26.3% | $3,265+10.5% |
| Admin fee / account holder | $57 | $60-5.0% | $11,612-99.5% | $92-38.0% |