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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $9,774 |
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 | $34,474 | $39,766-13.3% | $66,674-48.3% | $71,012-51.5% |
| Participation rate | 94.4% | 47.7%+46.8pp | 73.7%+20.8pp | 58.6%+35.9pp |
| Annual return | 16.99% | 181.39%-164.4pp | 321.24%-304.3pp | 37.67%-20.7pp |
| Employer contribution / active EE | $4,244 | $1,503+182.3% | $2,620+62.0% | $2,348+80.8% |
| Participant deferral / active EE | $4,561 | $1,868+144.2% | $4,084+11.7% | $3,246+40.5% |
| Admin fee / account holder | $12 | $1,097-98.9% | $5,098-99.8% | $1,167-99.0% |