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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,130 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,865 | $61,172-83.9% | $185,851-94.7% | $79,389-87.6% |
| Participation rate | 93.4% | 66.6%+26.8pp | 81.7%+11.7pp | 70.7%+22.7pp |
| Annual return | 36.74% | 19.45%+17.3pp | 122.11%-85.4pp | 116.89%-80.1pp |
| Employer contribution / active EE | $1,482 | $2,321-36.1% | $5,168-71.3% | $2,428-38.9% |
| Participant deferral / active EE | $1,503 | $2,788-46.1% | $5,569-73.0% | $4,046-62.9% |
| Admin fee / account holder | $7 | $710-99.0% | $16,245-100.0% | $626-98.9% |