Filed February 19, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Securities Custodian | $8,628 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $5,897 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,792 | $52,293-73.6% | $178,503-92.3% | $73,412-81.2% |
| Participation rate | 73.1% | 65.3%+7.8pp | 81.9%-8.8pp | 72.2%+0.9pp |
| Annual return | 13.85% | 34.75%-20.9pp | 151.12%-137.3pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,108 | $1,736-36.2% | $5,011-77.9% | $2,234-50.4% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $44 | $127-65.1% | $13,987-99.7% | $158-71.9% |