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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 90-4201272 | Contract Administrator | $39,674 |
Service code 13 · EIN 16-1209645 105 COURT STREET · BINGHAMTON, NY 139013500 | Contract Administrator | $15,723 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 35-4317381 | Advisory (Participants) | $0 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY, INC. Service code 49 · EIN 13-2896238 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,835 | $67,594-64.7% | $77,361-69.2% | $69,733-65.8% |
| Participation rate | 94.8% | 71.7%+23.1pp | 75.0%+19.8pp | 62.5%+32.3pp |
| Annual return | 6.70% | 19.20%-12.5pp | 1011.54%-1004.8pp | 15.22%-8.5pp |
| Employer contribution / active EE | $3,682 | $2,649+39.0% | $2,990+23.1% | $2,250+63.6% |
| Participant deferral / active EE | $870 | $3,401-74.4% | $3,911-77.8% | $3,054-71.5% |
| Admin fee / account holder | $252 | $1,159-78.3% | $5,894-95.7% | $3,102-91.9% |