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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,568 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,230 | $30,107-82.6% | $61,501-91.5% | $64,824-91.9% |
| Participation rate | 70.4% | 36.4%+34.1pp | 52.6%+17.9pp | 71.5%-1.0pp |
| Annual return | -15.82% | -13.99%-1.8pp | 339.04%-354.9pp | 32.84%-48.7pp |
| Employer contribution / active EE | $97 | $537-81.9% | $1,160-91.6% | $2,507-96.1% |
| Participant deferral / active EE | $382 | $1,126-66.1% | $2,125-82.0% | $4,311-91.1% |
| Admin fee / account holder | $8 | $148-94.7% | $2,132-99.6% | $188-95.9% |