Filed November 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,536 | $65,125-70.0% | $143,797-86.4% | $66,949-70.8% |
| Participation rate | 54.5% | 65.2%-10.7pp | 80.3%-25.9pp | 69.8%-15.4pp |
| Annual return | -4.92% | -11.13%+6.2pp | -0.04%-4.9pp | 1.57%-6.5pp |
| Employer contribution / active EE | $720 | $2,362-69.5% | $4,952-85.5% | $2,545-71.7% |
| Participant deferral / active EE | $1,864 | $2,920-36.2% | $5,638-66.9% | $4,239-56.0% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.2% |