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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $10,016 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,798 | $66,004-71.5% | $81,820-77.0% | $77,714-75.8% |
| Participation rate | 83.6% | 65.8%+17.8pp | 72.4%+11.2pp | 70.6%+13.0pp |
| Annual return | 13.32% | 26.65%-13.3pp | 777.93%-764.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $551 | $2,375-76.8% | $2,915-81.1% | $2,727-79.8% |
| Participant deferral / active EE | $834 | $3,508-76.2% | $4,323-80.7% | $4,649-82.1% |
| Admin fee / account holder | $16 | $527-97.0% | $7,391-99.8% | $433-96.4% |