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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Commissions | $11,140 |
CARLSON QUINN2 years Service code 99 · EIN 94-3210526 | Other Fees | $8,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,672 | $124,414-39.2% | $115,167-34.3% | $67,582+12.0% |
| Participation rate | 35.9% | 58.1%-22.1pp | 75.9%-40.0pp | 71.3%-35.4pp |
| Annual return | 11.40% | 29.40%-18.0pp | 35.60%-24.2pp | 378.57%-367.2pp |
| Employer contribution / active EE | $752 | $1,454-48.3% | $3,179-76.3% | $2,148-65.0% |
| Participant deferral / active EE | $1,481 | $2,331-36.5% | $4,169-64.5% | $3,539-58.2% |
| Admin fee / account holder | $472 | $361+30.5% | $7,089-93.3% | $142+231.4% |