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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,502 | $66,124-81.1% | $90,461-86.2% | $73,497-83.0% |
| Participation rate | 75.7% | 69.7%+6.0pp | 72.7%+3.0pp | 70.7%+5.0pp |
| Annual return | -5.90% | 17.65%-23.6pp | 1294.76%-1300.7pp | 28.51%-34.4pp |
| Employer contribution / active EE | $1,091 | $2,346-53.5% | $3,264-66.6% | $2,270-51.9% |
| Participant deferral / active EE | $1,766 | $3,039-41.9% | $3,964-55.5% | $3,740-52.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |