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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $30,919 |
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 | $40,463 | $59,402-31.9% | $93,654-56.8% | $74,546-45.7% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 30.29% | 81.86%-51.6pp | 133.34%-103.1pp | 1366.03%-1335.7pp |
| Employer contribution / active EE | $5,437 | $1,265+329.9% | $2,421+124.6% | $2,624+107.2% |
| Participant deferral / active EE | $12,040 | $3,049+294.9% | $4,413+172.9% | $4,347+176.9% |
| Admin fee / account holder | $98 | $3,023-96.8% | $8,282-98.8% | $1,944-95.0% |