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| Provider | Service type | Compensation |
|---|---|---|
IHT WEALTH MANAGEMENT LLC2 years Filed as: IHT WEALTH MANAGEMENT, LLC Service code 26 | Advisory (Participants) | $10,402 |
Filed as: JOHN HANCOCK LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,459 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,708 | $51,045-79.0% | $70,515-84.8% | $71,457-85.0% |
| Participation rate | 81.5% | 59.4%+22.1pp | 68.3%+13.2pp | 67.9%+13.6pp |
| Annual return | 22.15% | 42.63%-20.5pp | 32.77%-10.6pp | 28.85%-6.7pp |
| Employer contribution / active EE | $757 | $1,790-57.7% | $2,973-74.5% | $2,588-70.8% |
| Participant deferral / active EE | $1,939 | $3,026-35.9% | $4,567-57.5% | $4,289-54.8% |
| Admin fee / account holder | $98 | $1,994-95.1% | $6,412-98.5% | $1,587-93.8% |