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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC2 years Filed as: COMPASS ADVISORY GROUP LLC Service code 26 · EIN 13-3749682 155 PINELAWN RD, STE 210N · MELVILLE, NY 11747 | Advisory (Participants) | $8,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,068 | $37,463+7.0% | $77,096-48.0% | $66,938-40.1% |
| Participation rate | 39.9% | 52.9%-13.1pp | 67.9%-28.1pp | 69.8%-30.0pp |
| Annual return | -16.57% | -3.25%-13.3pp | 42.35%-58.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $513 | $1,535-66.6% | $2,814-81.8% | $2,545-79.9% |
| Participant deferral / active EE | $1,388 | $2,621-47.1% | $4,429-68.7% | $4,238-67.3% |
| Admin fee / account holder | $236 | $568-58.4% | $5,428-95.6% | $594-60.2% |