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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $666 |
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 | $27,456 | $45,343-39.4% | $150,298-81.7% | $67,986-59.6% |
| Participation rate | 90.3% | 51.9%+38.4pp | 77.8%+12.5pp | 57.2%+33.1pp |
| Annual return | 12.35% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,434 | $1,462-1.9% | $4,154-65.5% | $2,019-29.0% |
| Participant deferral / active EE | $2,395 | $2,055+16.6% | $5,453-56.1% | $3,358-28.7% |
| Admin fee / account holder | $4 | $2,250-99.8% | $14,116-100.0% | $3,203-99.9% |