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| Provider | Service type | Compensation |
|---|---|---|
NYHART5 years Service code 15 · EIN 35-0966414 | Recordkeeping | $16,643 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $6,619 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 21 · EIN 20-0937408 | Bank Trustee | $6,241 |
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 | $99,801 | $52,293+90.9% | $178,499-44.1% | $73,412+35.9% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.8pp | 72.2%+23.6pp |
| Annual return | 13.64% | 34.75%-21.1pp | 151.10%-137.5pp | 59.30%-45.7pp |
| Employer contribution / active EE | $4,386 | $1,735+152.7% | $5,011-12.5% | $2,234+96.4% |
| Participant deferral / active EE | $3,968 | $2,332+70.1% | $5,202-23.7% | $3,806+4.3% |
| Admin fee / account holder | $81 | $127-36.2% | $13,986-99.4% | $158-48.5% |