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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,604 |
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.
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 | $25,120 | $62,928-60.1% | $172,752-85.5% | $67,579-62.8% |
| Participation rate | 69.8% | 64.5%+5.3pp | 82.6%-12.9pp | 71.3%-1.5pp |
| Annual return | 18.12% | 30.36%-12.2pp | 802.97%-784.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $64 | $1,636-96.1% | $5,144-98.8% | $2,148-97.0% |
| Participant deferral / active EE | $1,137 | $2,145-47.0% | $5,198-78.1% | $3,539-67.9% |
| Admin fee / account holder | $8 | $167-94.9% | $13,955-99.9% | $142-94.1% |