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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,879 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,851 | $47,766-77.3% | $82,744-86.9% | $64,819-83.3% |
| Participation rate | 72.3% | 67.7%+4.6pp | 72.6%-0.3pp | 71.5%+0.8pp |
| Annual return | -9.83% | -13.06%+3.2pp | 702.22%-712.1pp | 32.84%-42.7pp |
| Employer contribution / active EE | $855 | $2,182-60.8% | $3,008-71.6% | $2,507-65.9% |
| Participant deferral / active EE | $906 | $3,332-72.8% | $4,395-79.4% | $4,311-79.0% |
| Admin fee / account holder | $8 | $143-94.6% | $5,325-99.9% | $188-95.9% |