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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,285 | $81,331-67.7% | $155,534-83.1% | $80,935-67.5% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.0pp | 67.7%+26.6pp |
| Annual return | 18.55% | 33.37%-14.8pp | 64.92%-46.4pp | 35.66%-17.1pp |
| Employer contribution / active EE | $3 | $3,105-99.9% | $4,675-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $5,208 | $3,454+50.8% | $5,630-7.5% | $4,299+21.1% |
| Admin fee / account holder | $4 | $7,999-99.9% | $15,900-100.0% | $6,924-99.9% |