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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,721 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,375 | $95,406-53.5% | $185,849-76.1% | $85,847-48.3% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 27.84% | 23.59%+4.3pp | 122.10%-94.3pp | 318.61%-290.8pp |
| Employer contribution / active EE | $795 | $3,314-76.0% | $5,169-84.6% | $2,565-69.0% |
| Participant deferral / active EE | $1,713 | $3,424-50.0% | $5,569-69.2% | $3,952-56.7% |
| Admin fee / account holder | $11 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |