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 | Recordkeeping and information managem... | $2,501 |
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 | $11,902 | $58,888-79.8% | $178,499-93.3% | $73,493-83.8% |
| Participation rate | 96.1% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 0.51% | 24.86%-24.4pp | 151.10%-150.6pp | 28.51%-28.0pp |
| Employer contribution / active EE | $850 | $2,236-62.0% | $5,011-83.0% | $2,270-62.5% |
| Participant deferral / active EE | $2,122 | $2,568-17.4% | $5,202-59.2% | $3,740-43.3% |
| Admin fee / account holder | $7 | $400-98.2% | $13,986-99.9% | $513-98.6% |