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| Provider | Service type | Compensation |
|---|---|---|
NYHART2 years Service code 15 · EIN 35-0966414 | Recordkeeping | $15,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $34,340 | $150,447-77.2% | $136,298-74.8% | $147,586-76.7% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 12.88% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,455 | $10,906-13.3% | $9,244+2.3% | $10,886-13.1% |