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| Provider | Service type | Compensation |
|---|---|---|
AEGIS FIDUCIARY SERVICES4 years Filed as: AEGIS FIDUCIARY SERVICES, LLC Service code 21 70 EAST SUNRISE HWY, SUITE 500 · VALLEY STREAM, NY 11581 | Bank Trustee | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,045 | $101,795-90.1% | $165,100-93.9% | $80,959-87.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 5.14% | 16.73%-11.6pp | 70.21%-65.1pp | 35.67%-30.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |