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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,701 |
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 | $10,807 | $74,706-85.5% | $75,714-85.7% | $79,391-86.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.78% | 18.52%-3.7pp | 104.62%-89.8pp | 116.88%-102.1pp |
| Employer contribution / active EE | $1,986 | $2,590-23.3% | $2,744-27.6% | $2,428-18.2% |
| Participant deferral / active EE | $2,304 | $3,533-34.8% | $3,820-39.7% | $4,046-43.0% |
| Admin fee / account holder | $11 | $374-97.1% | $3,619-99.7% | $627-98.3% |