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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,986 | $52,188-56.0% | $86,640-73.5% | $74,460-69.1% |
| Participation rate | 58.2% | 66.3%-8.1pp | 71.7%-13.5pp | 70.7%-12.5pp |
| Annual return | 15.35% | 44.46%-29.1pp | 592.52%-577.2pp | 34.38%-19.0pp |
| Employer contribution / active EE | $522 | $2,282-77.1% | $3,024-82.7% | $2,638-80.2% |
| Participant deferral / active EE | $759 | $3,383-77.6% | $4,438-82.9% | $4,530-83.3% |
| Admin fee / account holder | $9 | $319-97.1% | $5,616-99.8% | $348-97.4% |