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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON CAVANAUGH & ASSOC5+ years Filed as: HAMILTON CAVANAUGH & ASSOCIATES INC Service code 15 · EIN 13-3750891 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $213,648 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $147,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,503 | $47,456-14.7% | $172,757-76.6% | $77,775-47.9% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+21.9pp |
| Annual return | 22.14% | 35.57%-13.4pp | 803.06%-780.9pp | 32.58%-10.4pp |
| Employer contribution / active EE | $2,170 | $1,574+37.9% | $5,144-57.8% | $2,504-13.3% |
| Participant deferral / active EE | $4,581 | $2,560+79.0% | $5,198-11.9% | $3,966+15.5% |
| Admin fee / account holder | $115 | $81+42.7% | $13,956-99.2% | $100+15.3% |