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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,978 |
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 | $29,455 | $52,293-43.7% | $178,498-83.5% | $73,412-59.9% |
| Participation rate | 86.9% | 65.3%+21.6pp | 81.9%+5.0pp | 72.2%+14.7pp |
| Annual return | 12.63% | 34.75%-22.1pp | 151.09%-138.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $1,046 | $1,735-39.7% | $5,011-79.1% | $2,234-53.2% |
| Participant deferral / active EE | $1,173 | $2,332-49.7% | $5,202-77.4% | $3,806-69.2% |
| Admin fee / account holder | $6 | $127-95.1% | $13,985-100.0% | $158-96.1% |