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 | Recordkeeping and information managem... | $4,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,703 | $56,540-75.8% | $185,851-92.6% | $86,821-84.2% |
| Participation rate | 90.7% | 65.5%+25.2pp | 81.7%+9.0pp | 72.3%+18.4pp |
| Annual return | 12.95% | 118.20%-105.3pp | 122.11%-109.2pp | 97.94%-85.0pp |
| Employer contribution / active EE | $620 | $1,844-66.4% | $5,168-88.0% | $2,406-74.2% |
| Participant deferral / active EE | $1,451 | $2,555-43.2% | $5,569-73.9% | $4,132-64.9% |
| Admin fee / account holder | $6 | $150-96.0% | $16,245-100.0% | $170-96.5% |