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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,518 |
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 | $15,237 | $50,902-70.1% | $155,534-90.2% | $77,736-80.4% |
| Participation rate | 93.8% | 63.1%+30.8pp | 78.2%+15.6pp | 70.6%+23.3pp |
| Annual return | 15.20% | 34.85%-19.6pp | 64.92%-49.7pp | 31.26%-16.1pp |
| Employer contribution / active EE | $2,190 | $1,991+10.0% | $4,675-53.1% | $2,728-19.7% |
| Participant deferral / active EE | $2,237 | $2,824-20.8% | $5,630-60.3% | $4,651-51.9% |
| Admin fee / account holder | $7 | $437-98.5% | $15,900-100.0% | $433-98.5% |