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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $16,954 |
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 | $38,199 | $50,919-25.0% | $155,556-75.4% | $77,762-50.9% |
| Participation rate | 69.5% | 63.1%+6.4pp | 78.2%-8.7pp | 70.6%-1.1pp |
| Annual return | 14.34% | 34.84%-20.5pp | 64.84%-50.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,999 | $1,991+0.4% | $4,675-57.2% | $2,728-26.7% |
| Participant deferral / active EE | $1,635 | $2,824-42.1% | $5,631-71.0% | $4,651-64.9% |
| Admin fee / account holder | $14 | $437-96.7% | $15,885-99.9% | $433-96.7% |