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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 | $55,472-51.6% | $155,567-82.7% | $74,546-64.0% |
| Participation rate | 82.4% | 61.9%+20.5pp | 78.2%+4.2pp | 67.2%+15.2pp |
| Annual return | 18.17% | 268.72%-250.5pp | 64.74%-46.6pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $1,051 | $2,269-53.7% | $4,674-77.5% | $2,624-60.0% |
| Participant deferral / active EE | $1,323 | $2,838-53.4% | $5,628-76.5% | $4,347-69.6% |
| Admin fee / account holder | $141 | $1,743-91.9% | $15,916-99.1% | $1,944-92.7% |