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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $923 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,872 | $43,496-58.9% | $161,489-88.9% | $64,340-72.2% |
| Participation rate | 90.2% | 53.5%+36.6pp | 78.7%+11.5pp | 55.2%+34.9pp |
| Annual return | 10.09% | 20.76%-10.7pp | 89.72%-79.6pp | 24.14%-14.1pp |
| Employer contribution / active EE | $760 | $1,431-46.9% | $4,268-82.2% | $1,862-59.2% |
| Participant deferral / active EE | $707 | $1,996-64.6% | $5,630-87.4% | $2,980-76.3% |
| Admin fee / account holder | $7 | $2,330-99.7% | $16,006-100.0% | $3,703-99.8% |