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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,344 | $58,888-51.9% | $178,499-84.1% | $73,493-61.4% |
| Participation rate | 83.3% | 66.2%+17.1pp | 81.9%+1.4pp | 70.7%+12.7pp |
| Annual return | 8.95% | 24.86%-15.9pp | 151.10%-142.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,217 | $2,236-45.6% | $5,011-75.7% | $2,270-46.4% |
| Participant deferral / active EE | $840 | $2,568-67.3% | $5,202-83.9% | $3,740-77.5% |
| Admin fee / account holder | $13 | $400-96.7% | $13,986-99.9% | $513-97.5% |