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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,142 | $50,919-48.7% | $155,556-83.2% | $77,762-66.4% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 21.99% | 34.84%-12.8pp | 64.84%-42.8pp | 31.27%-9.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,904 | $2,824-32.6% | $5,631-66.2% | $4,651-59.1% |
| Admin fee / account holder | $10 | $437-97.8% | $15,885-99.9% | $433-97.8% |