Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE DAVID J. YVARS GROUP6 years Service code 27 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Plan) | $17,315 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,230 |
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 | $43,580 | $45,343-3.9% | $150,298-71.0% | $67,986-35.9% |
| Participation rate | 39.2% | 51.9%-12.6pp | 77.8%-38.5pp | 57.2%-18.0pp |
| Annual return | 13.87% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,570 | $1,462+7.4% | $4,154-62.2% | $2,019-22.2% |
| Participant deferral / active EE | $856 | $2,055-58.3% | $5,453-84.3% | $3,358-74.5% |
| Admin fee / account holder | $182 | $2,250-91.9% | $14,116-98.7% | $3,203-94.3% |