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| Provider | Service type | Compensation |
|---|---|---|
NYHART2 years Service code 15 · EIN 35-0966414 | Recordkeeping | $8,623 |
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 | $50,275 | $75,388-33.3% | $123,553-59.3% | $55,725-9.8% |
| Participation rate | 60.9% | 75.7%-14.8pp | 82.3%-21.4pp | 70.9%-10.0pp |
| Annual return | -5.40% | 4.48%-9.9pp | 119.21%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,006 | $3,063-67.2% | $4,628-78.3% | $2,078-51.6% |
| Participant deferral / active EE | $3,050 | $5,651-46.0% | $6,426-52.5% | $3,356-9.1% |
| Admin fee / account holder | $27 | $120-77.6% | $9,284-99.7% | $115-76.7% |