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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $4,244 |
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 | $19,250 | $50,860-62.2% | $155,574-87.6% | $77,714-75.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 21.11% | 34.86%-13.8pp | 64.87%-43.8pp | 31.26%-10.1pp |
| Employer contribution / active EE | $1,972 | $1,991-1.0% | $4,676-57.8% | $2,727-27.7% |
| Participant deferral / active EE | $3,372 | $2,825+19.4% | $5,629-40.1% | $4,649-27.5% |
| Admin fee / account holder | $10 | $436-97.6% | $15,914-99.9% | $433-97.6% |