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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $26,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,523 | $66,004-50.7% | $81,820-60.3% | $77,714-58.2% |
| Participation rate | 59.0% | 65.8%-6.8pp | 72.4%-13.4pp | 70.6%-11.6pp |
| Annual return | 21.90% | 26.65%-4.8pp | 777.93%-756.0pp | 31.26%-9.4pp |
| Employer contribution / active EE | $828 | $2,375-65.2% | $2,915-71.6% | $2,727-69.6% |
| Participant deferral / active EE | $1,275 | $3,508-63.6% | $4,323-70.5% | $4,649-72.6% |
| Admin fee / account holder | $162 | $527-69.3% | $7,391-97.8% | $433-62.6% |