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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $43,369 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP 95-2834236 Service code 22 | Insurance Broker | $10,463 |
HAFLINGER & ASSOCIATES, INC.1+ years Service code 10 · EIN 52-2207502 PMB #295 · SAN DIEGO, CA 92117 | Accounting | $8,636 |
BENEFITS MGMT. CO.1+ years Service code 15 · EIN 33-0942438 1174 BROADWAY #112 · EL CAJON, CA 92021 | Recordkeeping | $250 |
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.
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 | $13,241 | $46,100-71.3% | $86,590-84.7% | $69,631-81.0% |
| Participation rate | 53.1% | 67.2%-14.1pp | 73.5%-20.5pp | 70.7%-17.6pp |
| Annual return | 12.97% | 21.02%-8.0pp | 964.84%-951.9pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $989 | $2,432-59.3% | $3,609-72.6% | $3,224-69.3% |
| Admin fee / account holder | $191 | $94+103.3% | $4,906-96.1% | $110+72.7% |