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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $923 |
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 | $17,872 | $46,688-61.7% | $189,758-90.6% | $69,733-74.4% |
| Participation rate | 90.2% | 61.7%+28.5pp | 79.8%+10.4pp | 62.5%+27.7pp |
| Annual return | 10.09% | 14.35%-4.3pp | 52.62%-42.5pp | 15.22%-5.1pp |
| Employer contribution / active EE | $760 | $1,695-55.2% | $4,767-84.1% | $2,250-66.2% |
| Participant deferral / active EE | $707 | $2,143-67.0% | $5,856-87.9% | $3,054-76.8% |
| Admin fee / account holder | $7 | $1,700-99.6% | $20,388-100.0% | $3,102-99.8% |