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| Provider | Service type | Compensation |
|---|---|---|
O3 ANNUITY SERVICES LLC1+ years Filed as: THE ANNUITY FUND OF STAGE EMPLOYEES Service code 13 · EIN 11-2613347 2917 GLENWOOD ROAD · BROOKLYN, NY 11210 | Contract Administrator | $89,751 |
Service code 10 · EIN 11-2472100 91 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $20,836 |
SPIVAK LIPTON LLP1+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $17,850 |
Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $1,745 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,425 | $68,092-72.9% | $73,309-74.9% | $59,188-68.9% |
| Participation rate | 48.2% | 78.1%-29.8pp | 74.9%-26.7pp | 69.4%-21.2pp |
| Annual return | 1.35% | 5.93%-4.6pp | 5.67%-4.3pp | 5.51%-4.2pp |
| Employer contribution / active EE | $557 | $2,018-72.4% | $3,237-82.8% | $2,098-73.4% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $4,991-100.0% | $3,265-100.0% |
| Admin fee / account holder | $125 | $630-80.2% | $5,635-97.8% | $92+35.3% |