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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAVANAUGH & ASSOC4+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $176,636 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $119,053 |
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 | $31,360 | $45,382-30.9% | $154,110-79.7% | $75,289-58.3% |
| Participation rate | 94.3% | 65.9%+28.4pp | 83.0%+11.2pp | 72.4%+21.9pp |
| Annual return | -2.27% | -0.47%-1.8pp | 735.22%-737.5pp | -0.04%-2.2pp |
| Employer contribution / active EE | $2,005 | $1,533+30.8% | $5,298-62.2% | $2,405-16.6% |
| Participant deferral / active EE | $4,284 | $2,384+79.7% | $5,081-15.7% | $3,739+14.6% |
| Admin fee / account holder | $98 | $89+10.1% | $13,412-99.3% | $102-3.9% |