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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 15 · EIN 16-1503696 6 ROADS BLVD · UTICA, NY 13502 | Recordkeeping | $0 |
CHIAMPOU TRAVIS BESAW & KERSHNER1+ years Filed as: CHIAMPOU TRAVIS BESAW & KERSHNER LL Service code 10 · EIN 16-1468002 | Accounting | $0 |
LIFETIME BENEFIT SOLUTIONS1+ years Service code 15 · EIN 16-1353494 | Recordkeeping | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,673 | $43,550+0.3% | $63,244-30.9% | $52,331-16.5% |
| Participation rate | 68.6% | 65.7%+2.9pp | 71.0%-2.4pp | 68.1%+0.5pp |
| Annual return | -2.04% | 2.03%-4.1pp | -70.31%+68.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,952 | $2,254-13.4% | $2,953-33.9% | $3,022-35.4% |
| Admin fee / account holder | $12 | $387-96.9% | $5,893-99.8% | $592-97.9% |