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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,652 |
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 | $39,769 | $73,863-46.2% | $143,797-72.3% | $68,490-41.9% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -10.86% | 0.91%-11.8pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,646 | $3,185-48.3% | $4,952-66.8% | $2,597-36.6% |
| Participant deferral / active EE | $1,994 | $3,385-41.1% | $5,638-64.6% | $4,028-50.5% |
| Admin fee / account holder | $11 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |