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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,635 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,275 | $60,607-63.2% | $189,575-88.3% | $86,821-74.3% |
| Participation rate | 85.0% | 68.9%+16.1pp | 78.4%+6.5pp | 72.3%+12.7pp |
| Annual return | 26.22% | 65.18%-39.0pp | 64.19%-38.0pp | 97.94%-71.7pp |
| Employer contribution / active EE | $981 | $1,626-39.6% | $4,412-77.8% | $2,406-59.2% |
| Participant deferral / active EE | $1,688 | $3,895-56.7% | $6,174-72.7% | $4,132-59.2% |
| Admin fee / account holder | $7 | $159-95.8% | $9,806-99.9% | $170-96.0% |