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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,644 |
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 | $104,323 | $60,139+73.5% | $90,461+15.3% | $79,856+30.6% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.5pp |
| Annual return | 11.93% | 71.96%-60.0pp | 1294.76%-1282.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,144 | $2,069+197.0% | $3,264+88.2% | $2,471+148.6% |
| Participant deferral / active EE | $6,750 | $2,939+129.7% | $3,964+70.3% | $3,741+80.5% |
| Admin fee / account holder | $9 | $3,978-99.8% | $5,617-99.8% | $5,306-99.8% |