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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $207,823 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $93,465 |
NYHART1 year Service code 13 · EIN 35-0966414 | Contract Administrator | $35,459 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $32,255 | $143,525-77.5% | $379,746-91.5% | $90,274-64.3% |
| Participation rate | 81.4% | 82.9%-1.6pp | 78.4%+2.9pp | 73.4%+8.0pp |
| Annual return | 12.78% | 18.97%-6.2pp | 34.90%-22.1pp | 53.97%-41.2pp |
| Employer contribution / active EE | $1,740 | $3,201-45.6% | $3,540-50.8% | $2,523-31.0% |
| Participant deferral / active EE | $3,014 | $5,231-42.4% | $6,024-50.0% | $4,231-28.8% |
| Admin fee / account holder | $114 | $100+13.3% | $7,927-98.6% | $114-0.3% |