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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $47,631 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,167 | $63,471-8.4% | $68,803-15.5% | $66,949-13.1% |
| Participation rate | 69.3% | 60.0%+9.3pp | 69.0%+0.3pp | 69.8%-0.5pp |
| Annual return | -13.96% | -8.29%-5.7pp | -6.37%-7.6pp | 1.57%-15.5pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,384 | $2,946+48.8% | $3,942+11.2% | $4,239+3.4% |
| Admin fee / account holder | $328 | $578-43.2% | $4,936-93.3% | $594-44.7% |