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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,488 |
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 | $36,832 | $65,092-43.4% | $143,799-74.4% | $66,938-45.0% |
| Participation rate | 89.7% | 65.2%+24.5pp | 80.3%+9.4pp | 69.8%+19.9pp |
| Annual return | -14.93% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $952 | $2,362-59.7% | $4,952-80.8% | $2,545-62.6% |
| Participant deferral / active EE | $3,485 | $2,920+19.3% | $5,638-38.2% | $4,238-17.8% |
| Admin fee / account holder | $9 | $502-98.2% | $14,677-99.9% | $594-98.5% |