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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 118032404 | Contract Administrator | $5,555 |
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 | $33,569 | $47,448-29.3% | $94,993-64.7% | $62,293-46.1% |
| Participation rate | 46.9% | 66.5%-19.6pp | 73.9%-27.0pp | 69.5%-22.6pp |
| Annual return | 17.22% | 22.64%-5.4pp | 27.14%-9.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $562 | $1,300-56.7% | $2,603-78.4% | $2,042-72.5% |
| Participant deferral / active EE | $3,604 | $2,375+51.8% | $3,317+8.7% | $3,169+13.7% |
| Admin fee / account holder | $33 | $434-92.5% | $4,960-99.3% | $479-93.2% |