Filed June 11, 2024 (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... | $2,804 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,506 | $60,393-85.9% | $81,820-89.6% | $74,429-88.6% |
| Participation rate | 95.8% | 62.9%+32.9pp | 72.4%+23.4pp | 67.2%+28.6pp |
| Annual return | 15.03% | 16.89%-1.9pp | 777.93%-762.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $840 | $2,626-68.0% | $2,915-71.2% | $2,625-68.0% |
| Participant deferral / active EE | $1,742 | $3,397-48.7% | $4,323-59.7% | $4,348-59.9% |
| Admin fee / account holder | $11 | $1,491-99.2% | $7,391-99.8% | $1,944-99.4% |