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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $211 |
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,857 | $65,125-97.1% | $143,797-98.7% | $66,949-97.2% |
| Participation rate | 95.4% | 65.2%+30.2pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -23.46% | -11.13%-12.3pp | -0.04%-23.4pp | 1.57%-25.0pp |
| Employer contribution / active EE | $438 | $2,362-81.4% | $4,952-91.1% | $2,545-82.8% |
| Participant deferral / active EE | $1,144 | $2,920-60.8% | $5,638-79.7% | $4,239-73.0% |
| Admin fee / account holder | $1 | $503-99.8% | $14,679-100.0% | $594-99.8% |