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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $23,133 |
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 | $30,764 | $54,717-43.8% | $86,216-64.3% | $71,511-57.0% |
| Participation rate | 94.8% | 60.1%+34.7pp | 69.0%+25.9pp | 67.9%+26.9pp |
| Annual return | 72.68% | 20.07%+52.6pp | 1169.42%-1096.7pp | 28.86%+43.8pp |
| Employer contribution / active EE | $4,507 | $1,267+255.7% | $2,382+89.2% | $2,589+74.1% |
| Participant deferral / active EE | $9,102 | $3,110+192.7% | $3,986+128.3% | $4,291+112.1% |
| Admin fee / account holder | $90 | $1,922-95.3% | $6,853-98.7% | $1,588-94.3% |