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| Provider | Service type | Compensation |
|---|---|---|
FIRST LONG ISLAND INVESTORS, LLC3+ years Service code 27 · EIN 11-3443995 | Advisory (Plan) | $277,203 |
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $40,137 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $20,907 |
COCHRANE INSURANCE3+ years Service code 22 · EIN 11-2723228 | Insurance Broker | $16,645 |
BOGARDT & COMPANY, LLP1 year Service code 11 · EIN 11-3413381 | Actuarial | $14,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 15.67% | 9.27%+6.4pp | 14.41%+1.3pp | 10.41%+5.3pp |
| Employer contribution / active EE | $23,352 | $15,826+47.6% | $45,283-48.4% | $14,691+59.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |