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| Provider | Service type | Compensation |
|---|---|---|
NYHART2 years Service code 50 · EIN 35-0966414 | Direct Payment | $13,790 |
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 | $97,589 | $55,453+76.0% | $170,435-42.7% | $62,293+56.7% |
| Participation rate | 87.2% | 66.4%+20.8pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 16.89% | 21.38%-4.5pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,462 | $2,164+60.0% | $5,432-36.3% | $2,042+69.5% |
| Participant deferral / active EE | $3,791 | $2,303+64.6% | $4,939-23.3% | $3,169+19.6% |
| Admin fee / account holder | $62 | $455-86.3% | $13,881-99.6% | $479-87.0% |