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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $23,472 |
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 | $20,161 | $55,437-63.6% | $155,534-87.0% | $74,459-72.9% |
| Participation rate | 75.7% | 61.9%+13.8pp | 78.2%-2.5pp | 67.2%+8.5pp |
| Annual return | 11.23% | 269.58%-258.4pp | 64.92%-53.7pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $917 | $2,266-59.5% | $4,675-80.4% | $2,626-65.1% |
| Participant deferral / active EE | $1,701 | $2,837-40.1% | $5,630-69.8% | $4,350-60.9% |
| Admin fee / account holder | $147 | $1,742-91.6% | $15,900-99.1% | $1,945-92.5% |