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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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 | $49,938 | $91,692-45.5% | $67,561-26.1% | $77,714-35.7% |
| Participation rate | 18.3% | 76.0%-57.8pp | 72.9%-54.6pp | 70.6%-52.3pp |
| Annual return | 29.18% | 14.88%+14.3pp | 3525.44%-3496.3pp | 31.26%-2.1pp |
| Employer contribution / active EE | $1,063 | $3,188-66.7% | $2,735-61.1% | $2,727-61.0% |
| Participant deferral / active EE | $1,650 | $3,912-57.8% | $4,003-58.8% | $4,649-64.5% |
| Admin fee / account holder | $34 | $245-86.1% | $4,006-99.2% | $433-92.2% |