Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CANAS ALEX JMR1 year Service code 55 STE 1C01 1 HUNTINGTON QUADRANGLE · MELVILLE, NY 11747 | Other Commissions | $7,714 |
Filed as: NATIONAL BENEFIT Service code 49 · EIN 46-4984194 | Other Services | $5,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,251 | $67,512-78.9% | $185,823-92.3% | $93,030-84.7% |
| Participation rate | 76.8% | 67.1%+9.7pp | 81.7%-4.9pp | 73.9%+2.9pp |
| Annual return | 12.95% | 21.04%-8.1pp | 122.05%-109.1pp | 158.70%-145.8pp |
| Employer contribution / active EE | $839 | $1,783-52.9% | $5,167-83.8% | $2,706-69.0% |
| Participant deferral / active EE | $823 | $3,035-72.9% | $5,568-85.2% | $4,562-82.0% |
| Admin fee / account holder | $43 | $318-86.4% | $16,237-99.7% | $152-71.6% |