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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,474 | $52,722-51.7% | $90,440-71.8% | $73,412-65.3% |
| Participation rate | 77.2% | 67.7%+9.5pp | 72.7%+4.5pp | 72.2%+5.1pp |
| Annual return | 14.47% | 20.70%-6.2pp | 1294.38%-1279.9pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,506 | $1,872-19.5% | $3,263-53.8% | $2,234-32.6% |
| Participant deferral / active EE | $934 | $2,810-66.8% | $3,964-76.4% | $3,806-75.5% |
| Admin fee / account holder | $10 | $117-91.7% | $5,615-99.8% | $158-93.9% |