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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $339 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,525 | $63,433+9.6% | $63,803+9.0% | $64,097+8.5% |
| Participation rate | 56.4% | 65.0%-8.6pp | 72.7%-16.3pp | 55.2%+1.2pp |
| Annual return | 11.37% | 20.74%-9.4pp | 543.72%-532.3pp | 34.64%-23.3pp |
| Employer contribution / active EE | $1,132 | $2,332-51.4% | $2,532-55.3% | $1,891-40.1% |
| Participant deferral / active EE | $3,507 | $3,119+12.4% | $3,843-8.8% | $3,080+13.9% |
| Admin fee / account holder | $9 | $1,489-99.4% | $5,196-99.8% | $3,454-99.8% |