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| Provider | Service type | Compensation |
|---|---|---|
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $163,209 |
JOHNSON LAMBERT LLP1+ years Service code 10 · EIN 52-1446779 | Accounting | $11,764 |
RUSSELL TRUST COMPANY1+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $6,875 |
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 | $109,424 | $75,760+44.4% | $123,105-11.1% | $59,188+84.9% |
| Participation rate | 97.4% | 86.0%+11.3pp | 86.8%+10.6pp | 69.4%+27.9pp |
| Annual return | -0.12% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $8,644 | $3,415+153.1% | $5,151+67.8% | $2,098+312.0% |
| Participant deferral / active EE | $3,713 | $5,000-25.8% | $6,229-40.4% | $3,265+13.7% |
| Admin fee / account holder | $113 | $61+86.7% | $9,014-98.7% | $92+23.0% |