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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,256 | $60,119-71.3% | $90,430-80.9% | $79,858-78.4% |
| Participation rate | 95.6% | 65.0%+30.6pp | 72.7%+22.9pp | 69.6%+25.9pp |
| Annual return | 5.38% | 71.94%-66.6pp | 1293.73%-1288.3pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,050 | $2,068-49.2% | $3,262-67.8% | $2,471-57.5% |
| Participant deferral / active EE | $3,235 | $2,938+10.1% | $3,963-18.4% | $3,740-13.5% |
| Admin fee / account holder | $8 | $3,976-99.8% | $5,613-99.9% | $5,306-99.9% |