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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBIN S WEINGAST & ASSOCIATES Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $13,248 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,223 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $0 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 | Contract Administrator | $0 |
STEPHEN L. GROSSMAN2 years Service code 53 250 W. 34TH STREET · NEW YORK, NY 10019 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,029 | $55,453-67.5% | $170,435-89.4% | $62,293-71.1% |
| Participation rate | 42.1% | 66.4%-24.3pp | 83.6%-41.5pp | 69.5%-27.5pp |
| Annual return | 6.17% | 21.38%-15.2pp | 205.94%-199.8pp | 28.90%-22.7pp |
| Employer contribution / active EE | $615 | $2,164-71.6% | $5,432-88.7% | $2,042-69.9% |
| Participant deferral / active EE | $1,511 | $2,303-34.4% | $4,939-69.4% | $3,169-52.3% |
| Admin fee / account holder | $329 | $455-27.7% | $13,881-97.6% | $479-31.4% |