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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,668 |
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 | $37,101 | $61,166-39.3% | $185,849-80.0% | $79,391-53.3% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 18.17% | 19.45%-1.3pp | 122.10%-103.9pp | 116.88%-98.7pp |
| Employer contribution / active EE | $2,127 | $2,321-8.4% | $5,169-58.9% | $2,428-12.4% |
| Participant deferral / active EE | $4,033 | $2,789+44.6% | $5,569-27.6% | $4,046-0.3% |
| Admin fee / account holder | $11 | $710-98.5% | $16,244-99.9% | $627-98.3% |