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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 135 CROSSWARS PARK DR · WOODBURY, NY 11797 | Advisory (Plan) | $7,980 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,039 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $5,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,324 | $64,119-54.3% | $112,228-73.9% | $66,914-56.2% |
| Participation rate | 54.9% | 68.5%-13.6pp | 75.1%-20.2pp | 69.8%-14.9pp |
| Annual return | -43.34% | -13.81%-29.5pp | 27.45%-70.8pp | 1.58%-44.9pp |
| Employer contribution / active EE | $748 | $3,005-75.1% | $3,635-79.4% | $2,544-70.6% |
| Participant deferral / active EE | $3,715 | $3,693+0.6% | $4,728-21.4% | $4,237-12.3% |
| Admin fee / account holder | $118 | $625-81.2% | $6,410-98.2% | $593-80.2% |