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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $641,996 |
NYHTC - HEALTH CENTER, INC.6 years Service code 15 · EIN 13-1595091 | Recordkeeping | $111,920 |
NYHTC - HEALTH BENEFITS FUND6 years Service code 15 · EIN 13-9126923 | Recordkeeping | $92,807 |
PITTA LLP5 years Service code 29 · EIN 26-3852082 | Legal | $57,066 |
Service code 29 1345 SIXTH AVENUE · NEW YORK, NY 10105 | Legal | $52,000 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $50,000 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $41,351 |
MSPC5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,588 | $41,203+20.3% | $61,373-19.2% | $89,394-44.5% |
| Participation rate | 47.5% | 35.4%+12.2pp | 52.6%-5.0pp | 71.3%-23.7pp |
| Annual return | -12.26% | -14.63%+2.4pp | 338.61%-350.9pp | -11.89%-0.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $1,159-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $2,107 | $1,367+54.1% | $2,125-0.8% | $5,123-58.9% |
| Admin fee / account holder | $88 | $74+19.2% | $2,130-95.9% | $79+10.5% |