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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,301 |
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).
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 | $5,870 | $52,293-88.8% | $178,498-96.7% | $73,412-92.0% |
| Participation rate | 91.5% | 65.3%+26.1pp | 81.9%+9.6pp | 72.2%+19.3pp |
| Annual return | 6.44% | 34.75%-28.3pp | 151.09%-144.7pp | 59.30%-52.9pp |
| Employer contribution / active EE | $942 | $1,735-45.7% | $5,011-81.2% | $2,234-57.8% |
| Participant deferral / active EE | $1,139 | $2,332-51.2% | $5,202-78.1% | $3,806-70.1% |
| Admin fee / account holder | $42 | $127-67.3% | $13,985-99.7% | $158-73.7% |