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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENBUSH FINANCIAL Service code 28 75 TROY ROAD · EAST GREENBUSH, NY 12061 | Investment Management | $12,001 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY, IIC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,687 | $42,396-34.7% | $67,313-58.9% | $56,287-50.8% |
| Participation rate | 42.5% | 61.0%-18.5pp | 69.1%-26.6pp | 69.9%-27.3pp |
| Annual return | 3.93% | -36.63%+40.6pp | -4.08%+8.0pp | -9.96%+13.9pp |
| Employer contribution / active EE | $443 | $1,414-68.7% | $2,566-82.7% | $2,111-79.0% |
| Participant deferral / active EE | $1,531 | $2,360-35.1% | $3,568-57.1% | $3,350-54.3% |
| Admin fee / account holder | $237 | $510-53.6% | $4,507-94.7% | $521-54.6% |