Filed April 13, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,164 |
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.
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 | $13,804 | $62,928-78.1% | $172,752-92.0% | $67,579-79.6% |
| Participation rate | 80.6% | 64.5%+16.1pp | 82.6%-2.0pp | 71.3%+9.3pp |
| Annual return | 17.95% | 30.36%-12.4pp | 802.97%-785.0pp | 378.56%-360.6pp |
| Employer contribution / active EE | $830 | $1,636-49.3% | $5,144-83.9% | $2,148-61.4% |
| Participant deferral / active EE | $545 | $2,145-74.6% | $5,198-89.5% | $3,539-84.6% |
| Admin fee / account holder | $10 | $167-93.9% | $13,955-99.9% | $142-92.9% |