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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,641 |
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 | $15,234 | $50,820-70.0% | $155,567-90.2% | $77,671-80.4% |
| Participation rate | 84.9% | 63.1%+21.8pp | 78.2%+6.7pp | 70.6%+14.3pp |
| Annual return | 14.56% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,340 | $1,993-32.8% | $4,674-71.3% | $2,726-50.9% |
| Participant deferral / active EE | $2,254 | $2,823-20.1% | $5,628-59.9% | $4,648-51.5% |
| Admin fee / account holder | $9 | $436-97.9% | $15,916-99.9% | $430-97.9% |