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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,464 |
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 | $10,293 | $58,888-82.5% | $178,498-94.2% | $73,493-86.0% |
| Participation rate | 77.2% | 66.2%+11.0pp | 81.9%-4.7pp | 70.7%+6.5pp |
| Annual return | 13.33% | 24.86%-11.5pp | 151.09%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $425 | $2,236-81.0% | $5,011-91.5% | $2,270-81.3% |
| Participant deferral / active EE | $1,144 | $2,568-55.5% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $8 | $400-98.0% | $13,985-99.9% | $513-98.5% |