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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Employer 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 | $13,372 | $65,083-79.5% | $143,788-90.7% | $66,930-80.0% |
| Participation rate | 84.5% | 65.2%+19.3pp | 80.3%+4.2pp | 69.8%+14.7pp |
| Annual return | -11.28% | -11.13%-0.1pp | -0.03%-11.2pp | 1.57%-12.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,880 | $2,920-35.6% | $5,638-66.7% | $4,238-55.6% |
| Admin fee / account holder | $5 | $502-99.0% | $14,675-100.0% | $593-99.1% |