Filed July 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,489 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,289 | $62,928-82.1% | $172,752-93.5% | $67,579-83.3% |
| Participation rate | 72.3% | 64.5%+7.8pp | 82.6%-10.4pp | 71.3%+1.0pp |
| Annual return | 25.18% | 30.36%-5.2pp | 802.97%-777.8pp | 378.56%-353.4pp |
| Employer contribution / active EE | $207 | $1,636-87.3% | $5,144-96.0% | $2,148-90.4% |
| Participant deferral / active EE | $801 | $2,145-62.6% | $5,198-84.6% | $3,539-77.4% |
| Admin fee / account holder | $12 | $167-92.6% | $13,955-99.9% | $142-91.4% |