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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $261 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,147 | $61,356-68.8% | $149,696-87.2% | $71,511-73.2% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.2pp | 67.9%+21.1pp |
| Annual return | 13.27% | 35.86%-22.6pp | 134.46%-121.2pp | 28.86%-15.6pp |
| Employer contribution / active EE | $1,277 | $2,382-46.4% | $4,821-73.5% | $2,589-50.7% |
| Participant deferral / active EE | $1,641 | $2,920-43.8% | $5,682-71.1% | $4,291-61.8% |
| Admin fee / account holder | $2 | $1,263-99.9% | $13,212-100.0% | $1,588-99.9% |