Filed October 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $97,647 |
Participant 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 | $25,794 | $36,904-30.1% | $158,223-83.7% | $65,191-60.4% |
| Participation rate | 95.1% | 62.1%+33.0pp | 79.2%+15.9pp | 63.0%+32.1pp |
| Annual return | 9.92% | 24.43%-14.5pp | 52.09%-42.2pp | 51.24%-41.3pp |
| Employer contribution / active EE | $5,320 | $1,489+257.2% | $4,109+29.5% | $2,400+121.6% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $138 | $793-82.7% | $16,047-99.1% | $907-84.8% |