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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,696 | $60,139-55.6% | $90,461-70.5% | $79,856-66.6% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-18.0pp |
| Annual return | 12.01% | 71.96%-60.0pp | 1294.76%-1282.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $925 | $2,069-55.3% | $3,264-71.6% | $2,471-62.5% |
| Participant deferral / active EE | $3,049 | $2,939+3.8% | $3,964-23.1% | $3,741-18.5% |
| Admin fee / account holder | $6 | $3,978-99.9% | $5,617-99.9% | $5,306-99.9% |