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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $19,809 |
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 | $42,913 | $101,591-57.8% | $147,096-70.8% | $74,429-42.3% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 13.75% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $2,899 | $3,813-24.0% | $4,936-41.3% | $2,625+10.4% |
| Participant deferral / active EE | $6,301 | $7,302-13.7% | $8,071-21.9% | $4,348+44.9% |
| Admin fee / account holder | $95 | $1,750-94.6% | $13,005-99.3% | $1,944-95.1% |