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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,558 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,372 | $79,151+11.7% | $60,919+45.1% | $64,824+36.3% |
| Participation rate | 85.3% | 77.7%+7.6pp | 73.1%+12.2pp | 71.5%+13.8pp |
| Annual return | -12.86% | -7.12%-5.7pp | 16.96%-29.8pp | 32.84%-45.7pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,767 | $3,727-52.6% | $3,814-53.7% | $4,311-59.0% |
| Admin fee / account holder | $10 | $106-90.8% | $3,228-99.7% | $188-94.8% |