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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 46-4034505 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $12,480 |
Service code 12 · EIN 71-0294708 | Recordkeeping and information managem... | $3,650 |
MORNINGSTAR2 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,311 | $202,342-85.5% | $172,753-83.0% | $152,909-80.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.72% | 1029.88%-1016.2pp | 803.00%-789.3pp | 345.46%-331.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,090 | $17,112-0.1% | $13,956+22.5% | $11,601+47.3% |