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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,207 | $51,226-37.1% | $82,744-61.1% | $66,938-51.9% |
| Participation rate | 56.6% | 67.9%-11.3pp | 72.6%-16.0pp | 69.8%-13.3pp |
| Annual return | -13.71% | -9.61%-4.1pp | 702.22%-715.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $756 | $2,612-71.1% | $3,008-74.9% | $2,545-70.3% |
| Participant deferral / active EE | $1,857 | $3,460-46.3% | $4,395-57.8% | $4,238-56.2% |
| Admin fee / account holder | $9 | $416-97.7% | $5,325-99.8% | $594-98.4% |