Filed September 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,477 |
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 | $36,821 | $60,393-39.0% | $81,820-55.0% | $74,429-50.5% |
| Participation rate | 93.0% | 62.9%+30.1pp | 72.4%+20.6pp | 67.2%+25.8pp |
| Annual return | 16.85% | 16.89%0pp | 777.93%-761.1pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $4,346 | $2,626+65.5% | $2,915+49.1% | $2,625+65.6% |
| Participant deferral / active EE | $3,289 | $3,397-3.2% | $4,323-23.9% | $4,348-24.4% |
| Admin fee / account holder | $11 | $1,491-99.3% | $7,391-99.9% | $1,944-99.4% |