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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $735,870 |
NYHTC - HEALTH CENTER, INC.8 years Service code 15 · EIN 13-1595091 | Recordkeeping | $277,610 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $62,500 |
NYHTC - HEALTH BENEFITS FUND8 years Service code 15 · EIN 13-9126923 | Recordkeeping | $57,251 |
Service code 29 1345 SIXTH AVENUE · NEW YORK, NY 10105 | Legal | $48,000 |
PITTA LLP7 years Service code 29 · EIN 26-3852082 | Legal | $35,820 |
MSPC7 years Filed as: MSPC CERTIFIED ACCOUNTS AND ADVISOR Service code 10 · EIN 22-2951202 | Accounting | $10,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,478 | $47,385+34.0% | $56,411+12.5% | $106,382-40.3% |
| Participation rate | 46.1% | 33.2%+12.9pp | 52.5%-6.4pp | 69.9%-23.8pp |
| Annual return | 11.96% | 17.29%-5.3pp | 1701.33%-1689.4pp | 17.37%-5.4pp |
| Employer contribution / active EE | $0 | $623-100.0% | $1,039-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2,638 | $1,440+83.2% | $1,952+35.2% | $5,569-52.6% |
| Admin fee / account holder | $99 | $78+27.3% | $2,829-96.5% | $79+25.6% |