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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $675,453 |
NYHTC - HEALTH CENTER, INC.7 years Service code 15 · EIN 13-1595091 | Recordkeeping | $191,927 |
NYHTC - HEALTH BENEFITS FUND7 years Service code 15 · EIN 13-9126923 | Recordkeeping | $54,874 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $50,000 |
Service code 29 1345 SIXTH AVENUE · NEW YORK, NY 10105 | Legal | $48,051 |
PITTA LLP6 years Service code 29 · EIN 26-3852082 | Legal | $35,884 |
THE SEGAL COMPANY2 years Service code 16 · EIN 13-1835864 | Consulting | $10,932 |
MSPC6 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,806 | $45,365+27.4% | $58,516-1.2% | $96,393-40.0% |
| Participation rate | 44.2% | 30.9%+13.3pp | 50.9%-6.7pp | 71.3%-27.1pp |
| Annual return | 13.63% | 20.48%-6.8pp | 4253.81%-4240.2pp | 22.88%-9.2pp |
| Employer contribution / active EE | $0 | $584-100.0% | $1,054-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $2,286 | $1,304+75.3% | $1,923+18.9% | $5,455-58.1% |
| Admin fee / account holder | $94 | $74+26.7% | $2,487-96.2% | $74+27.3% |