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 | $46,464-44.5% | $150,298-82.8% | $79,634-67.6% |
| Participation rate | 95.1% | 57.0%+38.2pp | 77.8%+17.4pp | 62.5%+32.6pp |
| Annual return | 9.92% | 27.89%-18.0pp | 62.79%-52.9pp | 36.46%-26.5pp |
| Employer contribution / active EE | $5,320 | $1,512+251.9% | $4,154+28.1% | $2,529+110.3% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $138 | $891-84.6% | $14,116-99.0% | $1,002-86.3% |