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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $53,614 |
PARADIGM CONSULTING, INC.9+ years Service code 27 133 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Plan) | $33,044 |
FUST CHARLES CHAMBERS LLP9+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $10,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,451 | $47,180+47.2% | $149,723-53.6% | $74,473-6.7% |
| Participation rate | 25.0% | 63.4%-38.4pp | 78.8%-53.8pp | 70.7%-45.7pp |
| Annual return | 11.83% | 22.75%-10.9pp | 134.50%-122.7pp | 34.36%-22.5pp |
| Employer contribution / active EE | $341 | $1,907-82.1% | $4,821-92.9% | $2,638-87.1% |
| Participant deferral / active EE | $997 | $2,730-63.5% | $5,682-82.5% | $4,530-78.0% |
| Admin fee / account holder | $491 | $343+43.0% | $13,215-96.3% | $347+41.4% |