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| Provider | Service type | Compensation |
|---|---|---|
PENSION REVIEW SERVICES1 year Service code 11 · EIN 11-2817258 500 BICOUNTY BLVD · FARMINGDALE, NY 11735 | Actuarial | $12,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,787 | $65,083-80.4% | $143,788-91.1% | $66,930-80.9% |
| Participation rate | 42.9% | 65.2%-22.3pp | 80.3%-37.4pp | 69.8%-26.9pp |
| Annual return | -10.48% | -11.13%+0.7pp | -0.03%-10.5pp | 1.57%-12.1pp |
| Employer contribution / active EE | $592 | $2,361-74.9% | $4,952-88.0% | $2,545-76.7% |
| Participant deferral / active EE | $3,327 | $2,920+13.9% | $5,638-41.0% | $4,238-21.5% |
| Admin fee / account holder | $207 | $502-58.8% | $14,675-98.6% | $593-65.1% |