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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $775 |
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 | $17,531 | $73,863-76.3% | $143,797-87.8% | $68,490-74.4% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -12.75% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,662 | $3,185-47.8% | $4,952-66.4% | $2,597-36.0% |
| Participant deferral / active EE | $2,633 | $3,385-22.2% | $5,638-53.3% | $4,028-34.6% |
| Admin fee / account holder | $7 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |