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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $523 |
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 | $64,758 | $82,674-21.7% | $125,381-48.4% | $68,486-5.4% |
| Participation rate | 86.7% | 75.1%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,036 | $3,382-39.8% | $4,815-57.7% | $2,597-21.6% |
| Participant deferral / active EE | $3,760 | $6,111-38.5% | $7,448-49.5% | $4,028-6.6% |
| Admin fee / account holder | $4 | $6,277-99.9% | $10,007-100.0% | $5,404-99.9% |