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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,238 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,708 | $91,179-82.8% | $178,499-91.2% | $79,852-80.3% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 2.52% | 24.19%-21.7pp | 151.10%-148.6pp | 31.72%-29.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,344 | $3,236-58.5% | $5,202-74.2% | $3,740-64.1% |
| Admin fee / account holder | $12 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |