Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $10,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,531 | $46,332-79.4% | $143,797-93.4% | $64,824-85.3% |
| Participation rate | 79.9% | 64.2%+15.6pp | 80.3%-0.4pp | 71.5%+8.4pp |
| Annual return | -15.91% | -10.05%-5.9pp | -0.04%-15.9pp | 32.84%-48.7pp |
| Employer contribution / active EE | $738 | $1,911-61.4% | $4,952-85.1% | $2,507-70.6% |
| Participant deferral / active EE | $1,924 | $2,647-27.3% | $5,638-65.9% | $4,311-55.4% |
| Admin fee / account holder | $28 | $154-82.1% | $14,679-99.8% | $188-85.3% |