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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,078 |
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).
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 | $34,078 | $52,293-34.8% | $178,503-80.9% | $73,412-53.6% |
| Participation rate | 73.0% | 65.3%+7.7pp | 81.9%-8.9pp | 72.2%+0.9pp |
| Annual return | 3.76% | 34.75%-31.0pp | 151.12%-147.4pp | 59.30%-55.5pp |
| Employer contribution / active EE | $645 | $1,736-62.8% | $5,011-87.1% | $2,234-71.1% |
| Participant deferral / active EE | $1,384 | $2,333-40.7% | $5,202-73.4% | $3,806-63.6% |
| Admin fee / account holder | $11 | $127-91.6% | $13,987-99.9% | $158-93.2% |