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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 11-3479163 300 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Pension Consulting | $5,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,612 | $61,391+32.9% | $149,723-45.5% | $71,529+14.1% |
| Participation rate | 46.5% | 62.5%-16.0pp | 78.8%-32.3pp | 67.9%-21.4pp |
| Annual return | 14.07% | 35.88%-21.8pp | 134.50%-120.4pp | 28.97%-14.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,503 | $2,921+19.9% | $5,682-38.3% | $4,291-18.4% |
| Admin fee / account holder | $41 | $1,264-96.8% | $13,215-99.7% | $1,588-97.4% |