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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $21,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,741 | $38,165-35.2% | $189,758-87.0% | $69,255-64.3% |
| Participation rate | 65.3% | 66.7%-1.3pp | 79.8%-14.5pp | 69.0%-3.7pp |
| Annual return | 11.57% | 14.65%-3.1pp | 52.62%-41.1pp | 26.73%-15.2pp |
| Employer contribution / active EE | $915 | $1,589-42.4% | $4,767-80.8% | $2,645-65.4% |
| Participant deferral / active EE | $611 | $2,073-70.5% | $5,856-89.6% | $2,890-78.9% |
| Admin fee / account holder | $127 | $714-82.2% | $20,388-99.4% | $733-82.7% |