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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $15 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,535 | $66,124-78.0% | $90,461-83.9% | $73,497-80.2% |
| Participation rate | 96.5% | 69.7%+26.8pp | 72.7%+23.8pp | 70.7%+25.8pp |
| Annual return | 40.90% | 17.65%+23.2pp | 1294.76%-1253.9pp | 28.51%+12.4pp |
| Employer contribution / active EE | $733 | $2,346-68.8% | $3,264-77.5% | $2,270-67.7% |
| Participant deferral / active EE | $772 | $3,039-74.6% | $3,964-80.5% | $3,740-79.3% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |