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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 | Contract Administrator; Claims proces... | $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 | $202,345-85.5% | $172,755-83.0% | $152,885-80.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.72% | 1029.77%-1016.1pp | 802.94%-789.2pp | 345.39%-331.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,090 | $17,111-0.1% | $13,955+22.5% | $11,598+47.4% |