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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,422 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,442 | $50,919-28.4% | $155,556-76.6% | $77,762-53.1% |
| Participation rate | 43.8% | 63.1%-19.3pp | 78.2%-34.5pp | 70.6%-26.8pp |
| Annual return | 12.71% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,482 | $2,824-47.5% | $5,631-73.7% | $4,651-68.1% |
| Admin fee / account holder | $9 | $437-97.8% | $15,885-99.9% | $433-97.8% |