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| Provider | Service type | Compensation |
|---|---|---|
THE DAVID J. YVARS GROUP3 years Filed as: THE DAVID J YVARS GROUP Service code 99 400 COLUMBUS AVENUE · VALHALLA, NY 10595 | Other Fees | $125,994 |
Filed as: CONCIERGE RETIREMENT SERVICES, INC Service code 13 7 RYE BROOK PLAZA #404 · RYE BROOK, NY 10573 | Contract Administrator | $123,823 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $41,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,687 | $86,795-58.9% | $67,681-47.3% | $64,728-44.9% |
| Participation rate | 41.9% | 71.7%-29.7pp | 73.7%-31.8pp | 57.9%-16.0pp |
| Annual return | 14.44% | 12.58%+1.9pp | 590.58%-576.1pp | 49.38%-34.9pp |
| Employer contribution / active EE | $1,557 | $2,837-45.1% | $2,678-41.9% | $2,243-30.6% |
| Participant deferral / active EE | $3,066 | $3,430-10.6% | $3,976-22.9% | $2,729+12.3% |
| Admin fee / account holder | $226 | $238-5.1% | $6,100-96.3% | $1,145-80.3% |