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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,339 | $99,957-80.7% | $149,745-87.1% | $73,497-73.7% |
| Participation rate | 59.8% | 75.7%-15.9pp | 82.5%-22.7pp | 70.7%-10.9pp |
| Annual return | 61.00% | 53.87%+7.1pp | 276.72%-215.7pp | 28.51%+32.5pp |
| Employer contribution / active EE | $1,443 | $3,191-54.8% | $4,646-68.9% | $2,270-36.4% |
| Participant deferral / active EE | $5,280 | $6,073-13.1% | $6,843-22.8% | $3,740+41.2% |
| Admin fee / account holder | $88 | $551-84.0% | $9,312-99.1% | $513-82.9% |