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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,234 |
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 | $75,082 | $78,690-4.6% | $161,489-53.5% | $87,485-14.2% |
| Participation rate | 82.8% | 67.5%+15.3pp | 78.7%+4.1pp | 68.9%+13.8pp |
| Annual return | 14.48% | 32.74%-18.3pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,052 | $2,588-59.4% | $4,268-75.4% | $2,596-59.5% |
| Participant deferral / active EE | $3,674 | $3,311+11.0% | $5,630-34.7% | $4,274-14.0% |
| Admin fee / account holder | $11 | $6,724-99.8% | $16,006-99.9% | $7,775-99.9% |