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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE TRUST COMAPNY Service code 16 · EIN 13-5582869 | Consulting | $72,207 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY Service code 16 · EIN 94-1671384 | Consulting | $45,000 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $31,427 |
GREEN HAINES SGAMBATI CO, LPA1+ years Filed as: GREEN, HAINES, SGAMBATI CO., LPA Service code 29 · EIN 34-1224415 | Legal | $13,607 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $6,800 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,057 | $57,921-82.6% | $84,753-88.1% | $57,658-82.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -2.82% | 10.24%-13.1pp | 22.78%-25.6pp | 5.13%-8.0pp |
| Employer contribution / active EE | $1,711 | $2,598-34.1% | $3,574-52.1% | $1,974-13.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $135 | $130+4.0% | $5,333-97.5% | $95+42.7% |