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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAVANAUGH & ASSOC2+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $118,696 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $80,913 |
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 | $22,807 | $37,213-38.7% | $156,551-85.4% | $63,975-64.3% |
| Participation rate | 93.6% | 65.0%+28.6pp | 84.0%+9.6pp | 71.1%+22.5pp |
| Annual return | 11.74% | 47.89%-36.2pp | 32.23%-20.5pp | 48.65%-36.9pp |
| Employer contribution / active EE | $1,973 | $1,357+45.4% | $5,501-64.1% | $2,182-9.6% |
| Participant deferral / active EE | $3,578 | $2,070+72.8% | $4,871-26.5% | $3,356+6.6% |
| Admin fee / account holder | $74 | $56+31.2% | $13,028-99.4% | $70+4.9% |