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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $918 |
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 | $20,211 | $58,895-65.7% | $178,503-88.7% | $73,497-72.5% |
| Participation rate | 64.5% | 66.2%-1.7pp | 81.9%-17.4pp | 70.7%-6.2pp |
| Annual return | 21.28% | 24.86%-3.6pp | 151.12%-129.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,529 | $2,567-1.5% | $5,202-51.4% | $3,740-32.4% |
| Admin fee / account holder | $7 | $400-98.3% | $13,987-100.0% | $513-98.7% |