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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,887 |
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 | $41,465 | $55,446-25.2% | $155,574-73.3% | $74,429-44.3% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 15.46% | 269.20%-253.7pp | 64.87%-49.4pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,008 | $2,266-11.4% | $4,676-57.1% | $2,625-23.5% |
| Participant deferral / active EE | $3,999 | $2,836+41.0% | $5,629-29.0% | $4,348-8.0% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,914-99.9% | $1,944-99.4% |