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| Provider | Service type | Compensation |
|---|---|---|
NYHART5 years Service code 11 · EIN 35-0966414 | Actuarial | $192,756 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $145,612 |
CLEAR INVESTMENT RESEARCH, LLC7+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $122,308 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 11.30% | 14.25%-2.9pp | 9.74%+1.6pp | 13.24%-1.9pp |
| Employer contribution / active EE | $4,137 | $6,860-39.7% | $39,474-89.5% | $14,616-71.7% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |