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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,409 | $48,011-49.2% | $63,803-61.7% | $82,637-70.5% |
| Participation rate | 56.1% | 66.6%-10.5pp | 72.7%-16.6pp | 68.1%-12.0pp |
| Annual return | 12.41% | 19.84%-7.4pp | 543.72%-531.3pp | 53.51%-41.1pp |
| Employer contribution / active EE | $9 | $1,904-99.5% | $2,532-99.7% | $2,552-99.7% |
| Participant deferral / active EE | $1,611 | $2,846-43.4% | $3,843-58.1% | $4,126-60.9% |
| Admin fee / account holder | $7 | $3,873-99.8% | $5,196-99.9% | $7,339-99.9% |