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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $960 |
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 | $35,111 | $95,406-63.2% | $185,849-81.1% | $85,847-59.1% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 13.87% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,344 | $3,314-59.4% | $5,169-74.0% | $2,565-47.6% |
| Participant deferral / active EE | $1,741 | $3,424-49.1% | $5,569-68.7% | $3,952-55.9% |
| Admin fee / account holder | $9 | $7,214-99.9% | $16,244-99.9% | $6,261-99.9% |