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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,425 | $65,946-34.2% | $81,783-46.9% | $77,671-44.1% |
| Participation rate | 51.7% | 65.8%-14.1pp | 72.4%-20.6pp | 70.6%-18.8pp |
| Annual return | 12.73% | 26.65%-13.9pp | 775.05%-762.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $420 | $2,371-82.3% | $2,913-85.6% | $2,726-84.6% |
| Participant deferral / active EE | $1,469 | $3,507-58.1% | $4,320-66.0% | $4,648-68.4% |
| Admin fee / account holder | $6 | $527-99.0% | $7,380-99.9% | $430-98.7% |