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| Provider | Service type | Compensation |
|---|---|---|
AEGIS FIDUCIARY SERVICES2 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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,961 | $81,870-87.8% | $119,634-91.7% | $68,490-85.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.09% | -23.82%+13.7pp | -14.98%+4.9pp | -7.85%-2.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31 | $6,583-99.5% | $10,329-99.7% | $5,403-99.4% |