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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $65,393 |
LIZ HERNANDEZ2 years Service code 30 · EIN 27-0970217 | Direct payment from the plan; Employe... | $63,503 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,592 |
CARY KANE LLP2 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $54,900 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $24,473 |
Filed as: KLEIN ZELMAN ROTHERMEL JACOB LLP Service code 29 · EIN 13-2998136 | Legal | $9,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,229 | $53,925+295.4% | $75,501+182.4% | $69,631+206.2% |
| Participation rate | 98.4% | 71.2%+27.2pp | 72.4%+26.0pp | 70.7%+27.7pp |
| Annual return | 14.48% | 17.84%-3.4pp | 27.35%-12.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $8,637 | $1,802+379.3% | $2,352+267.2% | $2,032+325.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $529 | $97+444.7% | $5,801-90.9% | $110+379.0% |