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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $909 |
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.
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 | $7,180 | $56,540-87.3% | $185,851-96.1% | $86,821-91.7% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 12.52% | 118.20%-105.7pp | 122.11%-109.6pp | 97.94%-85.4pp |
| Employer contribution / active EE | $932 | $1,844-49.5% | $5,168-82.0% | $2,406-61.3% |
| Participant deferral / active EE | $293 | $2,555-88.5% | $5,569-94.7% | $4,132-92.9% |
| Admin fee / account holder | $12 | $150-91.7% | $16,245-99.9% | $170-92.7% |