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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,769 |
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 | $55,396 | $52,293+5.9% | $178,503-69.0% | $73,412-24.5% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 16.81% | 34.75%-17.9pp | 151.12%-134.3pp | 59.30%-42.5pp |
| Employer contribution / active EE | $2,101 | $1,736+21.0% | $5,011-58.1% | $2,234-6.0% |
| Participant deferral / active EE | $3,051 | $2,333+30.7% | $5,202-41.4% | $3,806-19.8% |
| Admin fee / account holder | $5 | $127-96.0% | $13,987-100.0% | $158-96.8% |