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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 | $59,456-31.9% | $93,669-56.8% | $74,429-45.6% |
| Participation rate | 97.1% | 59.6%+37.5pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 30.29% | 82.00%-51.7pp | 133.59%-103.3pp | 1368.38%-1338.1pp |
| Employer contribution / active EE | $5,437 | $1,266+329.5% | $2,424+124.3% | $2,625+107.1% |
| Participant deferral / active EE | $12,040 | $3,052+294.5% | $4,416+172.7% | $4,348+176.9% |
| Admin fee / account holder | $98 | $3,026-96.8% | $8,291-98.8% | $1,944-95.0% |