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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,111 | $55,446-15.0% | $155,574-69.7% | $74,429-36.7% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 13.11% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $2,223 | $2,266-1.9% | $4,676-52.5% | $2,625-15.3% |
| Participant deferral / active EE | $1,405 | $2,836-50.5% | $5,629-75.0% | $4,348-67.7% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,914-100.0% | $1,944-99.6% |