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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADIRONDACK FINANCIAL SERVICES Service code 26 185 GENESEE STREET, SUITE 210 · UTICA, NY 13501 | Advisory (Participants) | $37,647 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $19,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,942 | $56,511-64.7% | $185,837-89.3% | $86,813-77.0% |
| Participation rate | 50.9% | 65.5%-14.6pp | 81.7%-30.8pp | 72.3%-21.4pp |
| Annual return | 22.06% | 118.12%-96.1pp | 122.08%-100.0pp | 97.93%-75.9pp |
| Employer contribution / active EE | $946 | $1,844-48.7% | $5,168-81.7% | $2,406-60.7% |
| Participant deferral / active EE | $1,750 | $2,554-31.5% | $5,568-68.6% | $4,131-57.6% |
| Admin fee / account holder | $126 | $150-15.9% | $16,241-99.2% | $170-25.8% |