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| Provider | Service type | Compensation |
|---|---|---|
NYHART3 years Service code 11 · EIN 35-0966414 | Actuarial | $232,235 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $144,034 |
CLEAR INVESTMENT RESEARCH, LLC5+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $98,082 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $25,714 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 15.57% | 21.83%-6.3pp | 239.57%-224.0pp | 21.83%-6.3pp |
| Employer contribution / active EE | $2,830 | $12,237-76.9% | $43,837-93.5% | $12,237-76.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |