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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INVESTEMENT MANAGEMEN Service code 15 · EIN 52-2206685 | Recordkeeping | $50,471 |
MONAGHAN & ASSOCIATES PC1+ years Service code 29 · EIN 73-1462892 | Legal | $44,704 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERCASEY Service code 27 400 GALERIA PARKWAY SUITE 1700 · ATLANTA, GA 30339 | Advisory (Plan) | $31,667 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 12 · EIN 39-2348134 | Claims processing; Direct payment fro... | $16,800 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $16,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,685 | $75,760-67.4% | $123,105-79.9% | $59,188-58.3% |
| Participation rate | 36.3% | 86.0%-49.8pp | 86.8%-50.5pp | 69.4%-33.2pp |
| Annual return | 0.01% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $747 | $3,415-78.1% | $5,151-85.5% | $2,098-64.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $128 | $61+110.3% | $9,014-98.6% | $92+38.5% |