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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,982 | $54,757-69.0% | $90,304-81.2% | $72,975-76.7% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.3%+24.1pp | 69.5%+27.9pp |
| Annual return | 13.72% | 30.63%-16.9pp | 78.13%-64.4pp | 81.01%-67.3pp |
| Employer contribution / active EE | $790 | $2,093-62.3% | $2,855-72.3% | $2,440-67.6% |
| Participant deferral / active EE | $1,050 | $2,887-63.6% | $3,885-73.0% | $3,608-70.9% |
| Admin fee / account holder | $9 | $3,973-99.8% | $5,354-99.8% | $5,124-99.8% |