Filed January 29, 2024
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,525 | $46,332-42.7% | $143,797-81.6% | $64,824-59.1% |
| Participation rate | 53.7% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.8pp |
| Annual return | -12.24% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $872 | $1,911-54.4% | $4,952-82.4% | $2,507-65.2% |
| Participant deferral / active EE | $1,562 | $2,647-41.0% | $5,638-72.3% | $4,311-63.8% |
| Admin fee / account holder | $5 | $154-96.8% | $14,679-100.0% | $188-97.4% |