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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $894 |
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 | $26,914 | $51,223-47.5% | $82,763-67.5% | $66,949-59.8% |
| Participation rate | 49.7% | 67.9%-18.2pp | 72.6%-22.8pp | 69.8%-20.1pp |
| Annual return | -14.52% | -9.85%-4.7pp | 702.45%-717.0pp | 1.57%-16.1pp |
| Employer contribution / active EE | $3 | $2,611-99.9% | $3,008-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $2,176 | $3,460-37.1% | $4,395-50.5% | $4,239-48.7% |
| Admin fee / account holder | $4 | $415-98.9% | $5,325-99.9% | $594-99.3% |