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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $7,795 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12186 | Consulting | $3,533 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $26,952 | $65,125-58.6% | $143,797-81.3% | $66,949-59.7% |
| Participation rate | 72.4% | 65.2%+7.2pp | 80.3%-7.9pp | 69.8%+2.6pp |
| Annual return | -23.85% | -11.13%-12.7pp | -0.04%-23.8pp | 1.57%-25.4pp |
| Employer contribution / active EE | $1,359 | $2,362-42.5% | $4,952-72.6% | $2,545-46.6% |
| Participant deferral / active EE | $1,224 | $2,920-58.1% | $5,638-78.3% | $4,239-71.1% |
| Admin fee / account holder | $43 | $503-91.5% | $14,679-99.7% | $594-92.8% |