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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,352 |
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 | $20,288 | $47,766-57.5% | $82,744-75.5% | $64,819-68.7% |
| Participation rate | 80.1% | 67.7%+12.4pp | 72.6%+7.5pp | 71.5%+8.6pp |
| Annual return | -13.11% | -13.06%-0.1pp | 702.22%-715.3pp | 32.84%-46.0pp |
| Employer contribution / active EE | $1,291 | $2,182-40.8% | $3,008-57.1% | $2,507-48.5% |
| Participant deferral / active EE | $1,062 | $3,332-68.1% | $4,395-75.8% | $4,311-75.4% |
| Admin fee / account holder | $10 | $143-93.3% | $5,325-99.8% | $188-94.9% |