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| Provider | Service type | Compensation |
|---|---|---|
PENSION MAXIMA INVESTMENT2+ years Service code 26 · EIN 20-8414002 9 LEONE CLOSE · SCARSDALE, NY 10583 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,183 | $35,183-42.6% | $73,545-72.6% | $70,131-71.2% |
| Participation rate | 30.9% | 42.9%-12.0pp | 54.9%-24.0pp | 69.5%-38.6pp |
| Annual return | 360.42% | 26.90%+333.5pp | -15.16%+375.6pp | 73.14%+287.3pp |
| Employer contribution / active EE | $603 | $709-14.9% | $1,219-50.5% | $2,342-74.3% |
| Participant deferral / active EE | $999 | $1,220-18.1% | $1,806-44.7% | $3,332-70.0% |
| Admin fee / account holder | $220 | $2,302-90.5% | $2,320-90.5% | $4,645-95.3% |