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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,535 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,684 | $62,928-25.8% | $172,753-73.0% | $67,582-30.9% |
| Participation rate | 23.5% | 64.5%-41.0pp | 82.6%-59.1pp | 71.3%-47.8pp |
| Annual return | 21.14% | 30.36%-9.2pp | 803.00%-781.9pp | 378.57%-357.4pp |
| Employer contribution / active EE | $146 | $1,636-91.1% | $5,144-97.2% | $2,148-93.2% |
| Participant deferral / active EE | $689 | $2,145-67.9% | $5,198-86.7% | $3,539-80.5% |
| Admin fee / account holder | $37 | $167-77.7% | $13,956-99.7% | $142-73.8% |