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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $24,415 |
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 | $17,512 | $38,006-53.9% | $161,489-89.2% | $89,670-80.5% |
| Participation rate | 88.0% | 55.7%+32.3pp | 78.7%+9.3pp | 71.2%+16.8pp |
| Annual return | 11.33% | 51.85%-40.5pp | 89.72%-78.4pp | 19.66%-8.3pp |
| Employer contribution / active EE | $694 | $1,536-54.8% | $4,268-83.7% | $4,041-82.8% |
| Participant deferral / active EE | $818 | $1,865-56.2% | $5,630-85.5% | $3,962-79.4% |
| Admin fee / account holder | $11 | $249-95.6% | $16,006-99.9% | $352-96.9% |