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| Provider | Service type | Compensation |
|---|---|---|
NYHART3 years Service code 15 · EIN 35-0966414 | Recordkeeping | $14,013 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 21 · EIN 20-0937408 | Bank Trustee | $7,184 |
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 | $86,034 | $47,977+79.3% | $154,111-44.2% | $56,287+52.8% |
| Participation rate | 84.4% | 66.2%+18.2pp | 83.0%+1.3pp | 69.9%+14.5pp |
| Annual return | -2.02% | 3.54%-5.6pp | 735.18%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $3,775 | $2,169+74.1% | $5,298-28.7% | $2,111+78.8% |
| Participant deferral / active EE | $3,570 | $2,392+49.3% | $5,081-29.7% | $3,350+6.6% |
| Admin fee / account holder | $68 | $438-84.5% | $13,411-99.5% | $521-87.0% |