Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $8,820 |
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 | $6,960 | $54,355-87.2% | $82,744-91.6% | $68,486-89.8% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.2pp |
| Annual return | -8.80% | -13.67%+4.9pp | 702.22%-711.0pp | -7.85%-0.9pp |
| Employer contribution / active EE | $487 | $2,219-78.1% | $3,008-83.8% | $2,597-81.2% |
| Participant deferral / active EE | $1,390 | $3,246-57.2% | $4,395-68.4% | $4,028-65.5% |
| Admin fee / account holder | $125 | $4,397-97.2% | $5,325-97.7% | $5,404-97.7% |