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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $13,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,607 | $155,795-69.4% | $136,298-65.1% | $69,631-31.6% |
| Participation rate | 59.2% | 75.2%-16.0pp | 81.9%-22.7pp | 70.7%-11.5pp |
| Annual return | 87.83% | 232464.33%-232376.5pp | 5156.27%-5068.4pp | 27571.02%-27483.2pp |
| Employer contribution / active EE | $962 | $2,991-67.8% | $4,696-79.5% | $2,032-52.7% |
| Participant deferral / active EE | $3,010 | $5,394-44.2% | $6,247-51.8% | $3,224-6.6% |
| Admin fee / account holder | $41 | $128-68.3% | $9,244-99.6% | $110-63.2% |