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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,129 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,040 | $42,909-71.9% | $152,093-92.1% | $71,012-83.0% |
| Participation rate | 82.2% | 54.7%+27.5pp | 77.8%+4.4pp | 58.6%+23.6pp |
| Annual return | 13.13% | 30.57%-17.4pp | 66.36%-53.2pp | 37.67%-24.5pp |
| Employer contribution / active EE | $305 | $1,369-77.8% | $4,175-92.7% | $2,348-87.0% |
| Participant deferral / active EE | $1,179 | $1,904-38.1% | $5,451-78.4% | $3,246-63.7% |
| Admin fee / account holder | $9 | $1,014-99.1% | $14,497-99.9% | $1,167-99.2% |