Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $11,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,274 | $58,264-92.7% | $86,612-95.1% | $71,457-94.0% |
| Participation rate | 68.4% | 65.0%+3.4pp | 71.7%-3.3pp | 67.9%+0.5pp |
| Annual return | 28.55% | 21.63%+6.9pp | 591.07%-562.5pp | 28.85%-0.3pp |
| Employer contribution / active EE | $762 | $2,574-70.4% | $3,022-74.8% | $2,588-70.5% |
| Participant deferral / active EE | $712 | $3,436-79.3% | $4,438-84.0% | $4,289-83.4% |
| Admin fee / account holder | $85 | $1,057-91.9% | $5,614-98.5% | $1,587-94.6% |