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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,907 |
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 | $32,955 | $58,895-44.0% | $178,503-81.5% | $73,497-55.2% |
| Participation rate | 94.9% | 66.2%+28.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 16.65% | 24.86%-8.2pp | 151.12%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,179 | $2,236-47.3% | $5,011-76.5% | $2,270-48.1% |
| Participant deferral / active EE | $2,810 | $2,567+9.5% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $7 | $400-98.3% | $13,987-100.0% | $513-98.7% |