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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,169 |
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 | $53,330 | $45,343+17.6% | $150,298-64.5% | $67,986-21.6% |
| Participation rate | 81.5% | 51.9%+29.6pp | 77.8%+3.7pp | 57.2%+24.3pp |
| Annual return | 15.54% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $590 | $1,462-59.7% | $4,154-85.8% | $2,019-70.8% |
| Participant deferral / active EE | $3,827 | $2,055+86.3% | $5,453-29.8% | $3,358+14.0% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |