Filed December 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $7,794 |
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 | $35,164 | $50,902-30.9% | $155,534-77.4% | $77,736-54.8% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.7pp | 70.6%+18.4pp |
| Annual return | 12.05% | 34.85%-22.8pp | 64.92%-52.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,512 | $1,991-24.1% | $4,675-67.7% | $2,728-44.6% |
| Participant deferral / active EE | $1,700 | $2,824-39.8% | $5,630-69.8% | $4,651-63.4% |
| Admin fee / account holder | $10 | $437-97.7% | $15,900-99.9% | $433-97.7% |