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| Provider | Service type | Compensation |
|---|---|---|
DANZIGER & MARKHOFF LLP5 years Service code 49 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Other Services | $27,105 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,475 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $47 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,214 | $46,332-24.0% | $143,797-75.5% | $64,824-45.7% |
| Participation rate | 39.0% | 64.2%-25.2pp | 80.3%-41.3pp | 71.5%-32.4pp |
| Annual return | -15.99% | -10.05%-5.9pp | -0.04%-15.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $321 | $1,911-83.2% | $4,952-93.5% | $2,507-87.2% |
| Participant deferral / active EE | $2,810 | $2,647+6.1% | $5,638-50.2% | $4,311-34.8% |
| Admin fee / account holder | $9 | $154-94.2% | $14,679-99.9% | $188-95.2% |