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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 28 100 MADISON STREET MD 36-7 · SYRACUSE, NY 13202 | Investment Management | $31,206 |
PENSERV PLAN SERVICES, INC.7+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $15,797 |
THE SEGAL COMPANY5 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 ONE PENNSYLVANIA PLAZA, SUITE 3200 · NEW YORK, NY 10119 | Accounting | $6,358 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $5,699 |
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 | $78,293 | $89,904-12.9% | $453,569-82.7% | $86,821-9.8% |
| Participation rate | 62.7% | 75.7%-13.0pp | 78.0%-15.3pp | 72.3%-9.6pp |
| Annual return | 16.54% | 19.72%-3.2pp | 64.43%-47.9pp | 97.94%-81.4pp |
| Employer contribution / active EE | $818 | $3,279-75.0% | $4,072-79.9% | $2,406-66.0% |
| Participant deferral / active EE | $4,161 | $5,114-18.6% | $6,211-33.0% | $4,132+0.7% |
| Admin fee / account holder | $267 | $156+71.6% | $11,214-97.6% | $170+57.6% |