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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,493 |
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 | $111,755 | $55,472+101.5% | $155,567-28.2% | $74,546+49.9% |
| Participation rate | 34.9% | 61.9%-27.1pp | 78.2%-43.3pp | 67.2%-32.4pp |
| Annual return | 13.03% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,233 | $2,838-21.3% | $5,628-60.3% | $4,347-48.6% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |