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| Provider | Service type | Compensation |
|---|---|---|
HAZARD & SIEGEL INC1 year Filed as: HAZARD & SIEGEL, INC. Service code 53 5790 WIDEWATERS PARKWAY PO BOX 157 · DE WITT, NY 13214 | Insurance Commissions | $8,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,194 | $64,909-87.4% | $82,312-90.0% | $62,293-86.8% |
| Participation rate | 62.9% | 74.9%-12.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 13.44% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $579 | $1,676-65.4% | $2,428-76.1% | $2,042-71.6% |
| Participant deferral / active EE | $1,517 | $3,103-51.1% | $3,706-59.1% | $3,169-52.1% |
| Admin fee / account holder | $24 | $440-94.5% | $5,608-99.6% | $479-94.9% |