Filed October 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,154 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,018 | $52,722-84.8% | $90,461-91.1% | $73,412-89.1% |
| Participation rate | 97.4% | 67.7%+29.7pp | 72.7%+24.7pp | 72.2%+25.2pp |
| Annual return | 2.18% | 20.70%-18.5pp | 1294.76%-1292.6pp | 59.30%-57.1pp |
| Employer contribution / active EE | $1,854 | $1,872-0.9% | $3,264-43.2% | $2,234-17.0% |
| Participant deferral / active EE | $991 | $2,810-64.7% | $3,964-75.0% | $3,806-74.0% |
| Admin fee / account holder | $11 | $117-90.6% | $5,617-99.8% | $158-93.0% |