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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 11 · EIN 35-0966414 | Actuarial | $35,313 |
Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $7,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 13.68% | 9.55%+4.1pp | 9.52%+4.2pp | 9.29%+4.4pp |
| Employer contribution / active EE | $5,376 | $20,722-74.1% | $41,951-87.2% | $15,168-64.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |