Filed January 26, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,949 | $58,888-47.4% | $178,498-82.7% | $73,493-57.9% |
| Participation rate | 17.1% | 66.2%-49.2pp | 81.9%-64.9pp | 70.7%-53.6pp |
| Annual return | 1.68% | 24.86%-23.2pp | 151.09%-149.4pp | 28.51%-26.8pp |
| Employer contribution / active EE | $980 | $2,236-56.2% | $5,011-80.4% | $2,270-56.8% |
| Participant deferral / active EE | $2,189 | $2,568-14.8% | $5,202-57.9% | $3,740-41.5% |
| Admin fee / account holder | $2 | $400-99.6% | $13,985-100.0% | $513-99.7% |