Filed February 11, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,018 | $52,293-15.8% | $178,498-75.3% | $73,412-40.0% |
| Participation rate | 63.6% | 65.3%-1.7pp | 81.9%-18.3pp | 72.2%-8.6pp |
| Annual return | 10.24% | 34.75%-24.5pp | 151.09%-140.9pp | 59.30%-49.1pp |
| Employer contribution / active EE | $1,471 | $1,735-15.2% | $5,011-70.6% | $2,234-34.2% |
| Participant deferral / active EE | $2,486 | $2,332+6.6% | $5,202-52.2% | $3,806-34.7% |
| Admin fee / account holder | $3 | $127-97.5% | $13,985-100.0% | $158-98.0% |