Filed January 12, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,282 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,710 | $46,464-68.3% | $150,298-90.2% | $79,634-81.5% |
| Participation rate | 73.4% | 57.0%+16.5pp | 77.8%-4.3pp | 62.5%+11.0pp |
| Annual return | 8.55% | 27.89%-19.3pp | 62.79%-54.2pp | 36.46%-27.9pp |
| Employer contribution / active EE | $277 | $1,512-81.7% | $4,154-93.3% | $2,529-89.0% |
| Participant deferral / active EE | $684 | $2,157-68.3% | $5,453-87.5% | $3,835-82.2% |
| Admin fee / account holder | $5 | $891-99.4% | $14,116-100.0% | $1,002-99.5% |