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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $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 | $75,821 | $21,389+254.5% | - | $68,490+10.7% |
| Participation rate | 100.0% | 40.8%+59.2pp | - | 67.9%+32.1pp |
| Annual return | -15.26% | -15.84%+0.6pp | - | -7.85%-7.4pp |
| Employer contribution / active EE | $5,648 | $1,123+402.9% | - | $2,597+117.5% |
| Participant deferral / active EE | $4,422 | $1,547+185.8% | - | $4,028+9.8% |
| Admin fee / account holder | $6 | $2,251-99.7% | - | $5,403-99.9% |