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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,719 | $62,928-67.1% | $172,752-88.0% | $67,579-69.3% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.3pp | 71.3%+24.6pp |
| Annual return | 25.33% | 30.36%-5.0pp | 802.97%-777.6pp | 378.56%-353.2pp |
| Employer contribution / active EE | $2,597 | $1,636+58.7% | $5,144-49.5% | $2,148+20.9% |
| Participant deferral / active EE | $1,883 | $2,145-12.2% | $5,198-63.8% | $3,539-46.8% |
| Admin fee / account holder | $4 | $167-97.3% | $13,955-100.0% | $142-96.8% |