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| Provider | Service type | Compensation |
|---|---|---|
NYHART1+ years Service code 11 · EIN 39-0966414 | Actuarial | $42,927 |
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 35-1588335 | Advisory (Plan) | $19,472 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -6.71% | -0.85%-5.9pp | -1.08%-5.6pp | -7.14%+0.4pp |
| Employer contribution / active EE | $8,936 | $14,391-37.9% | $35,779-75.0% | $14,613-38.8% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |