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| Provider | Service type | Compensation |
|---|---|---|
HALLIDAY FINANCIAL LLC4 years Service code 55 725 GLEN COVE AVE · GLEN HEAD, NY 11545 | Other Commissions | $132,143 |
TSA PORTFOLIO MANAGEMENT1 year Filed as: TSA PORTFOLIO MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $18,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,400 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,890 | $89,465+32.9% | $165,100-28.0% | $77,762+52.9% |
| Participation rate | 93.1% | 78.6%+14.5pp | 78.6%+14.5pp | 70.6%+22.6pp |
| Annual return | 12.75% | 28.86%-16.1pp | 70.21%-57.5pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,714 | $2,565-33.2% | $4,348-60.6% | $2,728-37.2% |
| Participant deferral / active EE | $5,718 | $4,904+16.6% | $6,035-5.3% | $4,651+22.9% |
| Admin fee / account holder | $53 | $340-84.3% | $12,696-99.6% | $433-87.7% |