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| Provider | Service type | Compensation |
|---|---|---|
EBNY FINANCIAL LLC1+ years Service code 27 80TH FIFTH AVENUE, SUITE 1403 · NEW YORK, NY 10011 | Advisory (Plan) | $56,547 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Participant loan p... | $15,525 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,694 | $85,199-76.9% | $57,196-65.6% | $63,975-69.2% |
| Participation rate | 59.7% | 74.0%-14.3pp | 75.3%-15.6pp | 71.1%-11.4pp |
| Annual return | 1.75% | 10.43%-8.7pp | 14.59%-12.8pp | 48.65%-46.9pp |
| Employer contribution / active EE | $1,255 | $3,446-63.6% | $2,683-53.2% | $2,182-42.5% |
| Participant deferral / active EE | $2,447 | $3,109-21.3% | $3,096-21.0% | $3,356-27.1% |
| Admin fee / account holder | $37 | $39-4.4% | $3,141-98.8% | $70-47.6% |