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... | $655 |
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 | $9,705 | $58,292-83.4% | $86,640-88.8% | $71,511-86.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.98% | 21.63%-3.6pp | 592.52%-574.5pp | 28.86%-10.9pp |
| Employer contribution / active EE | $596 | $2,574-76.8% | $3,024-80.3% | $2,589-77.0% |
| Participant deferral / active EE | $1,670 | $3,438-51.4% | $4,438-62.4% | $4,291-61.1% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,616-99.9% | $1,588-99.7% |