Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENBUSH FINANCIAL Service code 28 75 TROY ROAD · EAST GREENBUSH, NY 12061 | Investment Management | $9,355 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY, IIC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,101 | $46,297-22.0% | $71,671-49.6% | $62,293-42.0% |
| Participation rate | 38.1% | 60.6%-22.5pp | 68.7%-30.6pp | 69.5%-31.4pp |
| Annual return | 24.92% | 22.32%+2.6pp | 20.65%+4.3pp | 28.90%-4.0pp |
| Employer contribution / active EE | $421 | $1,412-70.2% | $2,460-82.9% | $2,042-79.4% |
| Participant deferral / active EE | $1,281 | $2,235-42.7% | $3,438-62.7% | $3,169-59.6% |
| Admin fee / account holder | $239 | $461-48.2% | $5,558-95.7% | $479-50.2% |