Filed July 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $39,293 | $50,820-22.7% | $155,567-74.7% | $77,671-49.4% |
| Participation rate | 24.3% | 63.1%-38.8pp | 78.2%-53.9pp | 70.6%-46.3pp |
| Annual return | 12.54% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $527 | $1,993-73.5% | $4,674-88.7% | $2,726-80.7% |
| Participant deferral / active EE | $865 | $2,823-69.4% | $5,628-84.6% | $4,648-81.4% |
| Admin fee / account holder | $6 | $436-98.6% | $15,916-100.0% | $430-98.6% |