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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $0 |
Filed as: LONG ISLAND EMPLOYEE BENEFITS GRP Service code 13 · EIN 11-2931438 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NORTH RIDGE SECURITIES CORP1+ years Service code 53 · EIN 11-3022165 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,731 | $27,330-24.1% | $67,704-69.4% | $55,191-62.4% |
| Participation rate | 44.2% | 47.5%-3.3pp | 67.5%-23.3pp | 69.2%-24.9pp |
| Annual return | -2.66% | 8.81%-11.5pp | 25.41%-28.1pp | 10.78%-13.4pp |
| Employer contribution / active EE | $818 | $855-4.3% | $2,559-68.1% | $1,899-56.9% |
| Participant deferral / active EE | $1,911 | $1,709+11.8% | $3,585-46.7% | $3,046-37.3% |
| Admin fee / account holder | $94 | $109-13.8% | $4,255-97.8% | $91+3.8% |