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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,442 | $65,125-90.1% | $143,797-95.5% | $66,949-90.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.33% | -11.13%-1.2pp | -0.04%-12.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $931 | $2,362-60.6% | $4,952-81.2% | $2,545-63.4% |
| Participant deferral / active EE | $2,203 | $2,920-24.6% | $5,638-60.9% | $4,239-48.0% |
| Admin fee / account holder | $8 | $503-98.3% | $14,679-99.9% | $594-98.6% |