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| Provider | Service type | Compensation |
|---|---|---|
PETER HASHO2+ years Service code 30 · EIN 26-1908711 400 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Employee (plan); Direct payment from ... | $31,038 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 ONE CROSSROADS DRIVE BLDG ONE · BEDMINSTER, NJ 07921 | Securities Custodian | $18,194 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231 | $93,756-99.8% | $133,975-99.8% | $329,111-99.9% |
| Participation rate | 100.0% | 89.7%+10.3pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | 6.12% | 20.33%-14.2pp | 29.29%-23.2pp | 16.35%-10.2pp |
| Employer contribution / active EE | $81 | $3,619-97.8% | $5,211-98.4% | $2,303-96.5% |
| Participant deferral / active EE | $0 | $5,685-100.0% | $6,282-100.0% | $3,682-100.0% |
| Admin fee / account holder | $10 | $90-89.0% | $9,324-99.9% | $754-98.7% |