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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $51,104 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $39,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,207 | $37,039-4.9% | $147,617-76.1% | $59,188-40.5% |
| Participation rate | 59.0% | 63.8%-4.7pp | 84.6%-25.6pp | 69.4%-10.4pp |
| Annual return | 0.81% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,411 | $1,353+4.3% | $5,564-74.7% | $2,098-32.8% |
| Participant deferral / active EE | $1,783 | $2,094-14.9% | $4,895-63.6% | $3,265-45.4% |
| Admin fee / account holder | $130 | $60+115.3% | $11,612-98.9% | $92+40.6% |