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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
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 | $41,344 | $65,125-36.5% | $143,797-71.2% | $66,949-38.2% |
| Participation rate | 77.0% | 65.2%+11.8pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | -13.16% | -11.13%-2.0pp | -0.04%-13.1pp | 1.57%-14.7pp |
| Employer contribution / active EE | $1,709 | $2,362-27.7% | $4,952-65.5% | $2,545-32.9% |
| Participant deferral / active EE | $1,502 | $2,920-48.6% | $5,638-73.4% | $4,239-64.6% |
| Admin fee / account holder | $4 | $503-99.3% | $14,679-100.0% | $594-99.4% |