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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,913 |
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.
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 | $17,470 | $50,860-65.6% | $155,574-88.8% | $77,714-77.5% |
| Participation rate | 61.8% | 63.1%-1.3pp | 78.2%-16.4pp | 70.6%-8.7pp |
| Annual return | 11.39% | 34.86%-23.5pp | 64.87%-53.5pp | 31.26%-19.9pp |
| Employer contribution / active EE | $1,009 | $1,991-49.3% | $4,676-78.4% | $2,727-63.0% |
| Participant deferral / active EE | $651 | $2,825-77.0% | $5,629-88.4% | $4,649-86.0% |
| Admin fee / account holder | $73 | $436-83.2% | $15,914-99.5% | $433-83.1% |