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| Provider | Service type | Compensation |
|---|---|---|
NYHART2+ years Service code 14 8415 ALLISON POINTE BOULEVARD · INDIANAPOLIS, IN 46250 | Plan Administrator | $13,574 |
SHAREHOLDER STRATEGIES, INC.2+ years Service code 34 306 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $8,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,082 | $153,769-34.9% | $133,975-25.3% | $273,972-63.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 11.63% | 36.51%-24.9pp | 29.29%-17.7pp | 41.46%-29.8pp |
| Employer contribution / active EE | $5,490 | $6,029-8.9% | $5,211+5.4% | $4,869+12.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,480 | $11,765+31.6% | $9,324+66.0% | $10,133+52.8% |