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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $4,719 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,647 | $51,769-21.5% | $57,356-29.1% | $52,331-22.3% |
| Participation rate | 91.0% | 75.2%+15.8pp | 75.1%+16.0pp | 68.1%+22.9pp |
| Annual return | 1.81% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,187 | $2,335-6.3% | $2,689-18.7% | $1,882+16.2% |
| Participant deferral / active EE | $2,946 | $2,794+5.4% | $3,162-6.8% | $3,022-2.5% |
| Admin fee / account holder | $14 | $295-95.1% | $3,357-99.6% | $592-97.6% |