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| Provider | Service type | Compensation |
|---|---|---|
NYHART3 years Service code 15 · EIN 35-0966414 | Recordkeeping | $13,596 |
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 | $61,402 | $88,122-30.3% | $141,197-56.5% | $67,582-9.1% |
| Participation rate | 63.7% | 76.5%-12.7pp | 82.5%-18.7pp | 71.3%-7.5pp |
| Annual return | 24.23% | 75.40%-51.2pp | 71.41%-47.2pp | 378.57%-354.3pp |
| Employer contribution / active EE | $1,067 | $3,224-66.9% | $4,736-77.5% | $2,148-50.3% |
| Participant deferral / active EE | $3,271 | $5,958-45.1% | $6,710-51.2% | $3,539-7.6% |
| Admin fee / account holder | $40 | $131-69.8% | $10,265-99.6% | $142-72.2% |