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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,385 |
Annual investment return 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 | $9,995 | $62,928-84.1% | $172,753-94.2% | $67,582-85.2% |
| Participation rate | 85.9% | 64.5%+21.4pp | 82.6%+3.3pp | 71.3%+14.6pp |
| Annual return | 11.67% | 30.36%-18.7pp | 803.00%-791.3pp | 378.57%-366.9pp |
| Employer contribution / active EE | $295 | $1,636-81.9% | $5,144-94.3% | $2,148-86.2% |
| Participant deferral / active EE | $875 | $2,145-59.2% | $5,198-83.2% | $3,539-75.3% |
| Admin fee / account holder | $7 | $167-95.7% | $13,956-99.9% | $142-95.0% |