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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $30,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $24,116 | $55,470-56.5% | $155,556-84.5% | $74,478-67.6% |
| Participation rate | 58.2% | 61.9%-3.7pp | 78.2%-20.0pp | 67.2%-9.0pp |
| Annual return | 10.63% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,154 | $2,838-24.1% | $5,631-61.7% | $4,350-50.5% |
| Admin fee / account holder | $191 | $1,744-89.1% | $15,885-98.8% | $1,946-90.2% |