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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,120 | $60,454-84.9% | $81,844-88.9% | $74,459-87.8% |
| Participation rate | 43.4% | 63.0%-19.6pp | 72.4%-29.0pp | 67.2%-23.9pp |
| Annual return | 14.65% | 16.87%-2.2pp | 778.87%-764.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,053 | $2,630-60.0% | $2,916-63.9% | $2,626-59.9% |
| Participant deferral / active EE | $989 | $3,398-70.9% | $4,323-77.1% | $4,350-77.3% |
| Admin fee / account holder | $3 | $1,490-99.8% | $7,355-100.0% | $1,945-99.9% |