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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,304 |
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 | $71,412 | $95,415-25.2% | $185,851-61.6% | $85,851-16.8% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 16.27% | 23.59%-7.3pp | 122.11%-105.8pp | 318.63%-302.4pp |
| Employer contribution / active EE | $4,254 | $3,314+28.4% | $5,168-17.7% | $2,565+65.8% |
| Participant deferral / active EE | $8,636 | $3,424+152.2% | $5,569+55.1% | $3,952+118.5% |
| Admin fee / account holder | $137 | $7,215-98.1% | $16,245-99.2% | $6,261-97.8% |