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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $614 |
Employer 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 | $27,140 | $65,376-58.5% | $87,102-68.8% | $65,185-58.4% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.3pp | 70.2%+28.0pp |
| Annual return | 23.58% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $282 | $1,822-84.5% | $2,521-88.8% | $2,177-87.0% |
| Participant deferral / active EE | $3,184 | $3,388-6.0% | $4,048-21.3% | $3,514-9.4% |
| Admin fee / account holder | $5 | $520-99.0% | $7,491-99.9% | $847-99.4% |