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| Provider | Service type | Compensation |
|---|---|---|
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $172,738 |
JOHNSON LAMBERT LLP5+ years Service code 10 · EIN 52-1446779 | Accounting | $12,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,899 | $95,776+48.2% | $162,185-12.5% | $77,775+82.4% |
| Participation rate | 98.7% | 88.6%+10.0pp | 87.6%+11.1pp | 73.2%+25.5pp |
| Annual return | 15.32% | 37.03%-21.7pp | 115.61%-100.3pp | 32.58%-17.3pp |
| Employer contribution / active EE | $9,249 | $3,874+138.8% | $5,613+64.8% | $2,504+269.4% |
| Participant deferral / active EE | $4,795 | $6,125-21.7% | $7,297-34.3% | $3,966+20.9% |
| Admin fee / account holder | $114 | $88+29.7% | $10,844-99.0% | $100+13.7% |