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| Provider | Service type | Compensation |
|---|---|---|
DANZIGER & MARKHOFF LLP6 years Service code 49 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Other Services | $16,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,460 | $50,150-15.3% | $149,723-71.6% | $80,169-47.0% |
| Participation rate | 37.9% | 64.3%-26.4pp | 78.8%-40.9pp | 72.9%-35.0pp |
| Annual return | 25.46% | 29.80%-4.3pp | 134.50%-109.0pp | 40.39%-14.9pp |
| Employer contribution / active EE | $327 | $1,868-82.5% | $4,821-93.2% | $2,978-89.0% |
| Participant deferral / active EE | $2,775 | $3,195-13.1% | $5,682-51.2% | $5,016-44.7% |
| Admin fee / account holder | $23 | $153-84.9% | $13,215-99.8% | $145-84.1% |