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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $10,298 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 21 · EIN 20-0937408 | Bank Trustee | $5,338 |
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 | $85,986 | $46,732+84.0% | $156,551-45.1% | $55,167+55.9% |
| Participation rate | 85.7% | 65.8%+19.9pp | 84.0%+1.7pp | 69.0%+16.7pp |
| Annual return | 7.27% | 17.72%-10.4pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $4,187 | $2,105+98.9% | $5,501-23.9% | $1,963+113.4% |
| Participant deferral / active EE | $4,265 | $2,204+93.5% | $4,871-12.4% | $3,054+39.6% |
| Admin fee / account holder | $65 | $418-84.5% | $13,028-99.5% | $504-87.2% |