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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,206 |
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 | $46,777 | $61,166-23.5% | $185,837-74.8% | $79,393-41.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 19.20% | 19.45%-0.2pp | 122.08%-102.9pp | 116.87%-97.7pp |
| Employer contribution / active EE | $1,021 | $2,321-56.0% | $5,168-80.2% | $2,428-57.9% |
| Participant deferral / active EE | $3,636 | $2,789+30.4% | $5,568-34.7% | $4,046-10.1% |
| Admin fee / account holder | $9 | $710-98.7% | $16,241-99.9% | $627-98.5% |