Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,932 |
Employer contribution per participant 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 | $8,865 | $62,928-85.9% | $172,753-94.9% | $67,582-86.9% |
| Participation rate | 88.3% | 64.5%+23.9pp | 82.6%+5.7pp | 71.3%+17.1pp |
| Annual return | 20.36% | 30.36%-10.0pp | 803.00%-782.6pp | 378.57%-358.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,414 | $2,145-34.1% | $5,198-72.8% | $3,539-60.0% |
| Admin fee / account holder | $12 | $167-92.6% | $13,956-99.9% | $142-91.3% |