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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,157 |
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 | $13,306 | $65,092-79.6% | $143,799-90.7% | $66,938-80.1% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -11.88% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,227 | $2,362-48.1% | $4,952-75.2% | $2,545-51.8% |
| Participant deferral / active EE | $1,245 | $2,920-57.4% | $5,638-77.9% | $4,238-70.6% |
| Admin fee / account holder | $53 | $502-89.5% | $14,677-99.6% | $594-91.1% |