Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTHCARE COMMUNITY SECURITIES CO. Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $14,270 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $6,999 |
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 | $77,383 | $37,039+108.9% | $147,617-47.6% | $59,188+30.7% |
| Participation rate | 95.5% | 63.8%+31.7pp | 84.6%+10.8pp | 69.4%+26.0pp |
| Annual return | 3.39% | 7.19%-3.8pp | 61.98%-58.6pp | 5.51%-2.1pp |
| Employer contribution / active EE | $1,698 | $1,353+25.5% | $5,564-69.5% | $2,098-19.1% |
| Participant deferral / active EE | $4,471 | $2,094+113.6% | $4,895-8.7% | $3,265+37.0% |
| Admin fee / account holder | $16 | $60-73.7% | $11,612-99.9% | $92-82.9% |