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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,939 | $61,166-67.4% | $185,849-89.3% | $79,391-74.9% |
| Participation rate | 54.9% | 66.6%-11.8pp | 81.7%-26.8pp | 70.7%-15.8pp |
| Annual return | 37.91% | 19.45%+18.5pp | 122.10%-84.2pp | 116.88%-79.0pp |
| Employer contribution / active EE | $1,179 | $2,321-49.2% | $5,169-77.2% | $2,428-51.4% |
| Participant deferral / active EE | $538 | $2,789-80.7% | $5,569-90.3% | $4,046-86.7% |
| Admin fee / account holder | $8 | $710-98.8% | $16,244-99.9% | $627-98.7% |