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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $123 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,497 | $65,322-85.5% | $70,494-86.5% | $73,497-87.1% |
| Participation rate | 91.3% | 77.0%+14.3pp | 75.1%+16.2pp | 70.7%+20.6pp |
| Annual return | 19.67% | 15.71%+4.0pp | 109.16%-89.5pp | 28.51%-8.8pp |
| Employer contribution / active EE | $690 | $2,460-71.9% | $2,738-74.8% | $2,270-69.6% |
| Participant deferral / active EE | $1,431 | $3,375-57.6% | $3,711-61.4% | $3,740-61.7% |
| Admin fee / account holder | $61 | $214-71.7% | $3,848-98.4% | $513-88.2% |