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| Provider | Service type | Compensation |
|---|---|---|
EBNY FINANCIAL LLC3+ years Service code 27 80 FIFTH AVENUE, SUITE 1403 · NEW YORK, NY 10011 | Advisory (Plan) | $67,943 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $26,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,083 | $87,173-71.2% | $59,899-58.1% | $75,289-66.7% |
| Participation rate | 48.1% | 74.5%-26.4pp | 74.7%-26.6pp | 72.4%-24.4pp |
| Annual return | 11.45% | -2.14%+13.6pp | 3.46%+8.0pp | -0.04%+11.5pp |
| Employer contribution / active EE | $1,065 | $3,473-69.3% | $2,723-60.9% | $2,405-55.7% |
| Participant deferral / active EE | $2,072 | $3,379-38.7% | $3,402-39.1% | $3,739-44.6% |
| Admin fee / account holder | $33 | $75-55.4% | $3,592-99.1% | $102-67.4% |