Filed January 8, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $5,809 |
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 | $9,750 | $46,332-79.0% | $143,797-93.2% | $64,824-85.0% |
| Participation rate | 92.7% | 64.2%+28.5pp | 80.3%+12.4pp | 71.5%+21.2pp |
| Annual return | -14.77% | -10.05%-4.7pp | -0.04%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $673 | $1,911-64.8% | $4,952-86.4% | $2,507-73.2% |
| Participant deferral / active EE | $1,387 | $2,647-47.6% | $5,638-75.4% | $4,311-67.8% |
| Admin fee / account holder | $8 | $154-95.1% | $14,679-99.9% | $188-96.0% |