Filed April 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,058 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,394 | $62,928-83.5% | $172,753-94.0% | $67,582-84.6% |
| Participation rate | 90.6% | 64.5%+26.1pp | 82.6%+7.9pp | 71.3%+19.3pp |
| Annual return | 22.27% | 30.36%-8.1pp | 803.00%-780.7pp | 378.57%-356.3pp |
| Employer contribution / active EE | $579 | $1,636-64.6% | $5,144-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $1,167 | $2,145-45.6% | $5,198-77.6% | $3,539-67.0% |
| Admin fee / account holder | $4 | $167-97.4% | $13,956-100.0% | $142-96.9% |