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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,641 | $58,241-68.0% | $81,780-77.2% | $80,911-77.0% |
| Participation rate | 46.3% | 63.4%-17.1pp | 72.4%-26.0pp | 67.6%-21.3pp |
| Annual return | 12.62% | 41.73%-29.1pp | 776.27%-763.6pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,361 | $2,343-41.9% | $2,914-53.3% | $2,756-50.6% |
| Participant deferral / active EE | $1,122 | $3,283-65.8% | $4,321-74.0% | $4,297-73.9% |
| Admin fee / account holder | $11 | $4,973-99.8% | $7,384-99.9% | $6,935-99.8% |