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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,168 |
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 | $11,747 | $61,391-80.9% | $149,723-92.2% | $71,529-83.6% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.9pp |
| Annual return | 14.02% | 35.88%-21.9pp | 134.50%-120.5pp | 28.97%-14.9pp |
| Employer contribution / active EE | $2,051 | $2,384-13.9% | $4,821-57.5% | $2,590-20.8% |
| Participant deferral / active EE | $1,996 | $2,921-31.7% | $5,682-64.9% | $4,291-53.5% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |