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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,618 | $50,919+21.0% | $155,556-60.4% | $77,762-20.8% |
| Participation rate | 61.9% | 63.1%-1.2pp | 78.2%-16.3pp | 70.6%-8.7pp |
| Annual return | 16.56% | 34.84%-18.3pp | 64.84%-48.3pp | 31.27%-14.7pp |
| Employer contribution / active EE | $1,730 | $1,991-13.1% | $4,675-63.0% | $2,728-36.6% |
| Participant deferral / active EE | $3,011 | $2,824+6.6% | $5,631-46.5% | $4,651-35.3% |
| Admin fee / account holder | $6 | $437-98.6% | $15,885-100.0% | $433-98.6% |