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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
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 | $86,153 | $65,440+31.7% | $98,506-12.5% | $85,851+0.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.37% | 21.75%-4.4pp | 1494.92%-1477.6pp | 318.63%-301.3pp |
| Employer contribution / active EE | $5,161 | $2,169+137.9% | $2,961+74.3% | $2,565+101.2% |
| Participant deferral / active EE | $4,160 | $3,168+31.3% | $4,277-2.7% | $3,952+5.3% |
| Admin fee / account holder | $5 | $4,596-99.9% | $5,955-99.9% | $6,261-99.9% |