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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $3,278 |
Filed as: IHT WEALTH MANAGEMENT Service code 26 · EIN 46-5509437 | Advisory (Participants) | $2,153 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $807 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,784 | $55,636-87.8% | $81,983-91.7% | $73,488-90.8% |
| Participation rate | 94.7% | 62.3%+32.4pp | 69.2%+25.4pp | 70.7%+24.0pp |
| Annual return | 23.75% | 19.07%+4.7pp | 41.31%-17.6pp | 28.51%-4.8pp |
| Employer contribution / active EE | $449 | $1,625-72.3% | $2,498-82.0% | $2,270-80.2% |
| Participant deferral / active EE | $1,092 | $2,762-60.5% | $3,722-70.7% | $3,740-70.8% |
| Admin fee / account holder | $57 | $493-88.5% | $5,664-99.0% | $513-88.9% |