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| Provider | Service type | Compensation |
|---|---|---|
NOSURIS, INC.7+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $12,303 |
PENTEGRA SERVICES, INC.7+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320# · WHITE PLAINS, NY 10604 | Recordkeeping | $11,087 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,019 | $84,499-69.2% | $125,391-79.2% | $66,949-61.1% |
| Participation rate | 20.7% | 76.4%-55.7pp | 82.4%-61.7pp | 69.8%-49.1pp |
| Annual return | -15.32% | -8.49%-6.8pp | 572.41%-587.7pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $373 | $6,785-94.5% | $7,448-95.0% | $4,239-91.2% |
| Admin fee / account holder | $436 | $685-36.4% | $10,009-95.6% | $594-26.6% |