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| Provider | Service type | Compensation |
|---|---|---|
NYHART2 years Service code 11 · EIN 35-0966414 | Actuarial | $2,310 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 21 · EIN 20-0937408 | Bank Trustee | $35 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,286 | $99,957-32.7% | $149,696-55.1% | $73,488-8.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 9.07% | 53.87%-44.8pp | 276.60%-267.5pp | 28.51%-19.4pp |
| Employer contribution / active EE | $9,867 | $3,191+209.2% | $4,644+112.5% | $2,270+334.7% |
| Participant deferral / active EE | $9,566 | $6,073+57.5% | $6,842+39.8% | $3,740+155.8% |
| Admin fee / account holder | $12 | $551-97.8% | $9,309-99.9% | $513-97.6% |