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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $984 |
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 | $12,658 | $54,370-76.7% | $82,763-84.7% | $68,490-81.5% |
| Participation rate | 70.2% | 63.9%+6.3pp | 72.6%-2.4pp | 67.9%+2.3pp |
| Annual return | -11.45% | -13.67%+2.2pp | 702.45%-713.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,241 | $2,219-44.1% | $3,008-58.7% | $2,597-52.2% |
| Participant deferral / active EE | $1,158 | $3,247-64.3% | $4,395-73.7% | $4,028-71.3% |
| Admin fee / account holder | $7 | $4,398-99.8% | $5,325-99.9% | $5,403-99.9% |