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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 50 · EIN 35-0966414 | Direct Payment | $12,311 |
Annual investment return 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 | $55,635 | $75,183-26.0% | $123,894-55.1% | $55,167+0.8% |
| Participation rate | 85.7% | 72.8%+12.9pp | 81.4%+4.3pp | 69.0%+16.7pp |
| Annual return | 6.33% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $825 | $2,823-70.8% | $4,617-82.1% | $1,963-57.9% |
| Participant deferral / active EE | $2,357 | $5,084-53.6% | $5,984-60.6% | $3,054-22.8% |
| Admin fee / account holder | $74 | $663-88.9% | $8,357-99.1% | $504-85.4% |