Filed November 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE DAVID J. YVARS GROUP2 years Service code 26 400 COLUMBUS AVE. · VALHALLA, NY 10595 | Advisory (Participants) | $13,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,102 | $56,540-59.1% | $185,849-87.6% | $86,821-73.4% |
| Participation rate | 40.9% | 65.5%-24.7pp | 81.7%-40.9pp | 72.3%-31.4pp |
| Annual return | 27.72% | 118.20%-90.5pp | 122.10%-94.4pp | 97.94%-70.2pp |
| Employer contribution / active EE | $374 | $1,844-79.7% | $5,169-92.8% | $2,406-84.5% |
| Participant deferral / active EE | $641 | $2,555-74.9% | $5,569-88.5% | $4,132-84.5% |
| Admin fee / account holder | $135 | $150-9.7% | $16,244-99.2% | $170-20.3% |