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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $671 |
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 | $13,270 | $65,092-79.6% | $143,799-90.8% | $66,938-80.2% |
| Participation rate | 96.9% | 65.2%+31.7pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | -13.81% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $799 | $2,362-66.2% | $4,952-83.9% | $2,545-68.6% |
| Participant deferral / active EE | $1,507 | $2,920-48.4% | $5,638-73.3% | $4,238-64.4% |
| Admin fee / account holder | $2 | $502-99.6% | $14,677-100.0% | $594-99.6% |