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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,273 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $38,165-39.1% | $189,758-87.8% | $69,255-66.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 79.8%+20.2pp | 69.0%+31.0pp |
| Annual return | 6.13% | 14.65%-8.5pp | 52.62%-46.5pp | 26.73%-20.6pp |
| Employer contribution / active EE | $2,341 | $1,589+47.3% | $4,767-50.9% | $2,645-11.5% |
| Participant deferral / active EE | $3,819 | $2,073+84.2% | $5,856-34.8% | $2,890+32.1% |
| Admin fee / account holder | $15 | $714-98.0% | $20,388-99.9% | $733-98.0% |