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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 | $83,575-57.3% | $66,439-46.3% | $65,191-45.3% |
| Participation rate | 41.9% | 71.6%-29.7pp | 74.5%-32.6pp | 63.0%-21.1pp |
| Annual return | 14.44% | 12.38%+2.1pp | 757.66%-743.2pp | 51.24%-36.8pp |
| Employer contribution / active EE | $1,557 | $2,903-46.3% | $2,637-40.9% | $2,400-35.1% |
| Participant deferral / active EE | $3,066 | $3,365-8.9% | $3,876-20.9% | $2,671+14.8% |
| Admin fee / account holder | $226 | $234-3.4% | $6,173-96.3% | $907-75.1% |