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| Provider | Service type | Compensation |
|---|---|---|
CEP CONSULTANTS, INC2 years Filed as: CEP CONSULTANTS, INC. Service code 66 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Insurance mortality and expense charge | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $44,837 | $55,402-19.1% | $76,089-41.1% | $77,714-42.3% |
| Participation rate | 30.3% | 63.6%-33.3pp | 69.1%-38.8pp | 70.6%-40.3pp |
| Annual return | 10.56% | 17.09%-6.5pp | 360.94%-350.4pp | 31.26%-20.7pp |
| Employer contribution / active EE | $2,396 | $1,789+33.9% | $2,690-10.9% | $2,727-12.1% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $285 | $410-30.5% | $6,418-95.6% | $433-34.2% |