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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,896 |
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 | $26,847 | $55,437-51.6% | $155,534-82.7% | $74,459-63.9% |
| Participation rate | 82.4% | 61.9%+20.5pp | 78.2%+4.2pp | 67.2%+15.2pp |
| Annual return | 18.17% | 269.58%-251.4pp | 64.92%-46.7pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $1,051 | $2,266-53.6% | $4,675-77.5% | $2,626-60.0% |
| Participant deferral / active EE | $1,323 | $2,837-53.4% | $5,630-76.5% | $4,350-69.6% |
| Admin fee / account holder | $141 | $1,742-91.9% | $15,900-99.1% | $1,945-92.7% |