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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,332 |
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 | $98,391 | $43,496+126.2% | $161,489-39.1% | $64,340+52.9% |
| Participation rate | 97.9% | 53.5%+44.4pp | 78.7%+19.2pp | 55.2%+42.7pp |
| Annual return | 17.14% | 20.76%-3.6pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $4,844 | $1,431+238.6% | $4,268+13.5% | $1,862+160.2% |
| Participant deferral / active EE | $3,082 | $1,996+54.4% | $5,630-45.3% | $2,980+3.4% |
| Admin fee / account holder | $12 | $2,330-99.5% | $16,006-99.9% | $3,703-99.7% |