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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,634 | $61,391-28.9% | $149,723-70.9% | $71,529-39.0% |
| Participation rate | 51.4% | 62.5%-11.1pp | 78.8%-27.4pp | 67.9%-16.5pp |
| Annual return | 12.63% | 35.88%-23.3pp | 134.50%-121.9pp | 28.97%-16.3pp |
| Employer contribution / active EE | $1,456 | $2,384-38.9% | $4,821-69.8% | $2,590-43.8% |
| Participant deferral / active EE | $2,949 | $2,921+1.0% | $5,682-48.1% | $4,291-31.3% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |