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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $817 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,384 | $51,223-54.3% | $82,763-71.7% | $66,949-65.1% |
| Participation rate | 76.0% | 67.9%+8.1pp | 72.6%+3.4pp | 69.8%+6.2pp |
| Annual return | -15.20% | -9.85%-5.4pp | 702.45%-717.6pp | 1.57%-16.8pp |
| Employer contribution / active EE | $650 | $2,611-75.1% | $3,008-78.4% | $2,545-74.5% |
| Participant deferral / active EE | $1,744 | $3,460-49.6% | $4,395-60.3% | $4,239-58.9% |
| Admin fee / account holder | $31 | $415-92.6% | $5,325-99.4% | $594-94.8% |