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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $689 |
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 | $22,520 | $65,322-65.5% | $70,494-68.1% | $73,497-69.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.99% | 15.71%-2.7pp | 109.16%-96.2pp | 28.51%-15.5pp |
| Employer contribution / active EE | $950 | $2,460-61.4% | $2,738-65.3% | $2,270-58.2% |
| Participant deferral / active EE | $1,263 | $3,375-62.6% | $3,711-66.0% | $3,740-66.2% |
| Admin fee / account holder | $2 | $214-99.0% | $3,848-99.9% | $513-99.6% |