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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,665 |
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 | $39,993 | $46,332-13.7% | $143,799-72.2% | $64,819-38.3% |
| Participation rate | 83.5% | 64.2%+19.3pp | 80.3%+3.2pp | 71.5%+12.1pp |
| Annual return | -13.24% | -10.05%-3.2pp | -0.04%-13.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $1,334 | $1,911-30.2% | $4,952-73.1% | $2,507-46.8% |
| Participant deferral / active EE | $3,792 | $2,647+43.2% | $5,638-32.7% | $4,311-12.0% |
| Admin fee / account holder | $8 | $154-94.8% | $14,677-99.9% | $188-95.7% |