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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $829 |
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 | $62,363 | $45,872+36.0% | $77,096-19.1% | $68,486-8.9% |
| Participation rate | 99.0% | 55.9%+43.1pp | 67.9%+31.1pp | 67.9%+31.1pp |
| Annual return | -17.91% | 1.73%-19.6pp | 42.35%-60.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,160 | $1,650+91.6% | $2,814+12.3% | $2,597+21.7% |
| Participant deferral / active EE | $6,650 | $2,963+124.4% | $4,429+50.1% | $4,028+65.1% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,428-99.9% | $5,404-99.9% |