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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $654 |
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 | $21,916 | $61,356-64.3% | $149,696-85.4% | $71,511-69.4% |
| Participation rate | 57.0% | 62.5%-5.6pp | 78.8%-21.8pp | 67.9%-11.0pp |
| Annual return | 14.98% | 35.86%-20.9pp | 134.46%-119.5pp | 28.86%-13.9pp |
| Employer contribution / active EE | $684 | $2,382-71.3% | $4,821-85.8% | $2,589-73.6% |
| Participant deferral / active EE | $1,608 | $2,920-44.9% | $5,682-71.7% | $4,291-62.5% |
| Admin fee / account holder | $4 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |