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 | $43,496+0.2% | $161,489-73.0% | $64,340-32.3% |
| Participation rate | 39.2% | 53.5%-14.3pp | 78.7%-39.5pp | 55.2%-16.0pp |
| Annual return | 13.87% | 20.76%-6.9pp | 89.72%-75.9pp | 24.14%-10.3pp |
| Employer contribution / active EE | $1,570 | $1,431+9.7% | $4,268-63.2% | $1,862-15.7% |
| Participant deferral / active EE | $856 | $1,996-57.1% | $5,630-84.8% | $2,980-71.3% |
| Admin fee / account holder | $182 | $2,330-92.2% | $16,006-98.9% | $3,703-95.1% |