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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $76,063 |
Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $65,353 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,952 | $47,180-47.1% | $149,723-83.3% | $74,473-66.5% |
| Participation rate | 66.3% | 63.4%+2.8pp | 78.8%-12.5pp | 70.7%-4.5pp |
| Annual return | 13.40% | 22.75%-9.3pp | 134.50%-121.1pp | 34.36%-21.0pp |
| Employer contribution / active EE | $1,932 | $1,907+1.3% | $4,821-59.9% | $2,638-26.8% |
| Participant deferral / active EE | $1,721 | $2,730-37.0% | $5,682-69.7% | $4,530-62.0% |
| Admin fee / account holder | $208 | $343-39.5% | $13,215-98.4% | $347-40.2% |