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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $164,344 |
DANZIGER & MARKHOFF LLP1 year Filed as: DANZIGER & MARKHOFF Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVENUE, SUITE N208 · WEST HARRISON, NY 10604 | Contract Administrator | $20,667 |
Filed as: AMERIRPISE FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0973005 | Advisory (Plan) | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,492 | $67,512+68.1% | $185,851-38.9% | $93,010+22.0% |
| Participation rate | 70.4% | 67.1%+3.2pp | 81.7%-11.4pp | 73.9%-3.5pp |
| Annual return | 14.58% | 21.04%-6.5pp | 122.11%-107.5pp | 158.70%-144.1pp |
| Employer contribution / active EE | $2,731 | $1,783+53.1% | $5,168-47.2% | $2,705+0.9% |
| Participant deferral / active EE | $3,835 | $3,035+26.3% | $5,569-31.1% | $4,561-15.9% |
| Admin fee / account holder | $299 | $318-6.0% | $16,245-98.2% | $152+96.9% |