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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,871 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,624 | $91,167-85.1% | $178,498-92.4% | $79,858-82.9% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.5pp |
| Annual return | 13.36% | 24.19%-10.8pp | 151.09%-137.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $467 | $3,255-85.6% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $1,762 | $3,236-45.5% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $7 | $6,747-99.9% | $13,985-99.9% | $5,306-99.9% |