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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,932 |
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 | $19,695 | $60,305-67.3% | $81,780-75.9% | $74,400-73.5% |
| Participation rate | 83.8% | 62.9%+20.9pp | 72.4%+11.4pp | 67.2%+16.6pp |
| Annual return | 14.75% | 16.89%-2.1pp | 776.27%-761.5pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $1,484 | $2,623-43.4% | $2,914-49.1% | $2,624-43.4% |
| Participant deferral / active EE | $2,114 | $3,390-37.6% | $4,321-51.1% | $4,348-51.4% |
| Admin fee / account holder | $7 | $1,484-99.5% | $7,384-99.9% | $1,944-99.6% |