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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,203 |
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 | $19,181 | $47,766-59.8% | $82,744-76.8% | $64,819-70.4% |
| Participation rate | 97.7% | 67.7%+30.1pp | 72.6%+25.2pp | 71.5%+26.3pp |
| Annual return | -13.73% | -13.06%-0.7pp | 702.22%-716.0pp | 32.84%-46.6pp |
| Employer contribution / active EE | $2,460 | $2,182+12.8% | $3,008-18.2% | $2,507-1.9% |
| Participant deferral / active EE | $2,634 | $3,332-20.9% | $4,395-40.1% | $4,311-38.9% |
| Admin fee / account holder | $17 | $143-87.8% | $5,325-99.7% | $188-90.7% |