Filed October 8, 2019 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,768 |
Employer contribution per participant 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 | $19,440 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 83.2% | 66.3%+16.9pp | 78.2%+4.9pp | 67.7%+15.5pp |
| Annual return | 18.88% | 33.39%-14.5pp | 64.84%-46.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,242 | $3,455-35.1% | $5,631-60.2% | $4,300-47.9% |
| Admin fee / account holder | $14 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |