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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $32,358 | $50,902-36.4% | $155,534-79.2% | $77,736-58.4% |
| Participation rate | 68.9% | 63.1%+5.8pp | 78.2%-9.3pp | 70.6%-1.7pp |
| Annual return | 12.65% | 34.85%-22.2pp | 64.92%-52.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $1,913 | $1,991-3.9% | $4,675-59.1% | $2,728-29.9% |
| Participant deferral / active EE | $389 | $2,824-86.2% | $5,630-93.1% | $4,651-91.6% |
| Admin fee / account holder | $10 | $437-97.6% | $15,900-99.9% | $433-97.6% |