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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $669 |
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 | $107,573 | $61,391+75.2% | $149,723-28.2% | $71,529+50.4% |
| Participation rate | 35.8% | 62.5%-26.8pp | 78.8%-43.0pp | 67.9%-32.2pp |
| Annual return | 15.94% | 35.88%-19.9pp | 134.50%-118.6pp | 28.97%-13.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,603 | $2,921-10.9% | $5,682-54.2% | $4,291-39.3% |
| Admin fee / account holder | $7 | $1,264-99.5% | $13,215-100.0% | $1,588-99.6% |