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| Provider | Service type | Compensation |
|---|---|---|
CONSUELO T. BIASIS2 years Service code 10 · EIN 52-2482051 10 GREEN ST. · ROSLYN, NY 11576 | Accounting | $9,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 906 SPENCER ST. · SYRACYSE, NY 13204 | Contract Administrator | $7,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,079 | $60,989-39.2% | $60,919-39.1% | $66,949-44.6% |
| Participation rate | 4.6% | 74.5%-69.8pp | 73.1%-68.5pp | 69.8%-65.2pp |
| Annual return | -19.07% | -9.60%-9.5pp | 16.96%-36.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,480 | $2,661-44.4% | $2,704-45.3% | $2,545-41.9% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $222 | $338-34.5% | $3,228-93.1% | $594-62.7% |