Filed July 26, 2022 (most recent of 3 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... | $7,025 |
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.
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 | $6,762 | $44,794-84.9% | $90,324-92.5% | $77,775-91.3% |
| Participation rate | 83.5% | 66.6%+16.9pp | 73.3%+10.2pp | 73.2%+10.3pp |
| Annual return | 21.69% | 28.23%-6.5pp | 78.15%-56.5pp | 32.58%-10.9pp |
| Employer contribution / active EE | $288 | $1,809-84.1% | $2,856-89.9% | $2,504-88.5% |
| Participant deferral / active EE | $501 | $2,642-81.0% | $3,885-87.1% | $3,966-87.4% |
| Admin fee / account holder | $5 | $94-95.2% | $5,356-99.9% | $100-95.5% |