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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,555 | $55,446+14.6% | $155,574-59.1% | $74,429-14.6% |
| Participation rate | 43.8% | 61.9%-18.1pp | 78.2%-34.4pp | 67.2%-23.4pp |
| Annual return | 13.00% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $291 | $2,266-87.2% | $4,676-93.8% | $2,625-88.9% |
| Participant deferral / active EE | $1,072 | $2,836-62.2% | $5,629-81.0% | $4,348-75.3% |
| Admin fee / account holder | $13 | $1,743-99.3% | $15,914-99.9% | $1,944-99.3% |