Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,187 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,036 | $56,540-78.7% | $185,849-93.5% | $86,821-86.1% |
| Participation rate | 91.7% | 65.5%+26.2pp | 81.7%+10.0pp | 72.3%+19.4pp |
| Annual return | 16.54% | 118.20%-101.7pp | 122.10%-105.6pp | 97.94%-81.4pp |
| Employer contribution / active EE | $678 | $1,844-63.2% | $5,169-86.9% | $2,406-71.8% |
| Participant deferral / active EE | $1,225 | $2,555-52.1% | $5,569-78.0% | $4,132-70.4% |
| Admin fee / account holder | $7 | $150-95.2% | $16,244-100.0% | $170-95.7% |