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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $9,613 |
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 | $18,404 | $50,820-63.8% | $155,567-88.2% | $77,671-76.3% |
| Participation rate | 71.4% | 63.1%+8.3pp | 78.2%-6.8pp | 70.6%+0.8pp |
| Annual return | 13.05% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $631 | $1,993-68.4% | $4,674-86.5% | $2,726-76.9% |
| Participant deferral / active EE | $1,805 | $2,823-36.1% | $5,628-67.9% | $4,648-61.2% |
| Admin fee / account holder | $12 | $436-97.3% | $15,916-99.9% | $430-97.3% |