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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Recordkeeping | $332 |
OMEGA, INC1+ years Service code 15 · EIN 16-1215016 5790 WIDWATERS PARKWAY · DEWITT, NY 13214 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,402 | $41,854-77.5% | $73,835-87.3% | $52,331-82.0% |
| Participation rate | 38.6% | 66.2%-27.7pp | 73.4%-34.9pp | 68.1%-29.5pp |
| Annual return | -1.43% | 2.11%-3.5pp | 2268.13%-2269.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $140 | $1,920-92.7% | $2,788-95.0% | $1,882-92.6% |
| Participant deferral / active EE | $952 | $2,498-61.9% | $3,583-73.4% | $3,022-68.5% |
| Admin fee / account holder | $33 | $493-93.2% | $4,880-99.3% | $592-94.4% |