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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 11-3104524 666 OLD COUNTRY ROAD, STE 104 · GARDEN CITY, NY 11530 | Investment Management | $38,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,743 | $48,267+54.9% | $68,808+8.6% | $68,486+9.1% |
| Participation rate | 45.3% | 60.7%-15.4pp | 69.0%-23.8pp | 67.9%-22.6pp |
| Annual return | -23.44% | -12.70%-10.7pp | -6.37%-17.1pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,591 | $1,829-13.0% | $2,656-40.1% | $2,597-38.7% |
| Participant deferral / active EE | $4,552 | $2,867+58.8% | $3,942+15.5% | $4,028+13.0% |
| Admin fee / account holder | $643 | $4,362-85.3% | $4,936-87.0% | $5,404-88.1% |