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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 | $43,496-36.9% | $161,489-83.0% | $64,340-57.3% |
| Participation rate | 90.3% | 53.5%+36.8pp | 78.7%+11.6pp | 55.2%+35.0pp |
| Annual return | 12.35% | 20.76%-8.4pp | 89.72%-77.4pp | 24.14%-11.8pp |
| Employer contribution / active EE | $1,434 | $1,431+0.2% | $4,268-66.4% | $1,862-23.0% |
| Participant deferral / active EE | $2,395 | $1,996+20.0% | $5,630-57.5% | $2,980-19.6% |
| Admin fee / account holder | $4 | $2,330-99.8% | $16,006-100.0% | $3,703-99.9% |