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| Provider | Service type | Compensation |
|---|---|---|
BOSDON,/MORGAN1+ years Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Other Services | $9,793 |
HAGWOOD-TOMODA/MORGAN1+ years Service code 49 2000 WESTCHESTER AVE. · PURCHASE, NY 10577 | Other Services | $9,320 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,472 | $56,197+27.2% | $67,652+5.6% | $59,633+19.9% |
| Participation rate | 90.0% | 71.5%+18.5pp | 75.7%+14.3pp | 68.7%+21.3pp |
| Annual return | -2.62% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $2,256 | $1,615+39.7% | $2,266-0.4% | $2,203+2.4% |
| Participant deferral / active EE | $6,389 | $2,844+124.7% | $3,560+79.5% | $3,192+100.2% |
| Admin fee / account holder | $15 | $3,958-99.6% | $4,821-99.7% | $4,297-99.6% |