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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $23,933 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,665 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,093 |
ROSEMONT FINANCIAL GROUP2 years Service code 10 18 CORPORATE WOODS BOULEVARD · ALBANY, NY 12211 | Accounting | $10,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,816 | $102,422-21.1% | $147,117-45.1% | $80,959-0.2% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.7pp | 67.7%+31.3pp |
| Annual return | 15.50% | 135.16%-119.7pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,290 | $3,717-11.5% | $4,932-33.3% | $2,757+19.3% |
| Participant deferral / active EE | $10,385 | $6,652+56.1% | $8,065+28.8% | $4,300+141.5% |
| Admin fee / account holder | $340 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |