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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $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 | $43,749-37.2% | $158,223-82.6% | $65,306-58.0% |
| Participation rate | 90.3% | 56.9%+33.4pp | 79.2%+11.1pp | 57.7%+32.6pp |
| Annual return | 12.35% | 19.41%-7.1pp | 52.09%-39.7pp | 21.94%-9.6pp |
| Employer contribution / active EE | $1,434 | $1,497-4.2% | $4,109-65.1% | $1,967-27.1% |
| Participant deferral / active EE | $2,395 | $2,019+18.6% | $5,467-56.2% | $2,959-19.1% |
| Admin fee / account holder | $4 | $1,930-99.8% | $16,047-100.0% | $3,480-99.9% |