Filed August 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $754 |
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 | $71,444 | $51,223+39.5% | $82,763-13.7% | $66,949+6.7% |
| Participation rate | 90.8% | 67.9%+22.9pp | 72.6%+18.2pp | 69.8%+20.9pp |
| Annual return | -16.91% | -9.85%-7.1pp | 702.45%-719.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $5,621 | $2,611+115.3% | $3,008+86.8% | $2,545+120.8% |
| Participant deferral / active EE | $8,095 | $3,460+133.9% | $4,395+84.2% | $4,239+90.9% |
| Admin fee / account holder | $3 | $415-99.2% | $5,325-99.9% | $594-99.4% |