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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,848 | $65,960-57.8% | $81,844-66.0% | $77,736-64.2% |
| Participation rate | 49.0% | 65.8%-16.8pp | 72.4%-23.4pp | 70.6%-21.6pp |
| Annual return | 59.78% | 26.64%+33.1pp | 778.87%-719.1pp | 31.26%+28.5pp |
| Employer contribution / active EE | $641 | $2,375-73.0% | $2,916-78.0% | $2,728-76.5% |
| Participant deferral / active EE | $646 | $3,505-81.6% | $4,323-85.1% | $4,651-86.1% |
| Admin fee / account holder | $75 | $526-85.8% | $7,355-99.0% | $433-82.8% |