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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 | $42,909-45.9% | $152,093-84.7% | $71,012-67.3% |
| Participation rate | 100.0% | 54.7%+45.3pp | 77.8%+22.2pp | 58.6%+41.4pp |
| Annual return | 6.13% | 30.57%-24.4pp | 66.36%-60.2pp | 37.67%-31.5pp |
| Employer contribution / active EE | $2,341 | $1,369+71.0% | $4,175-43.9% | $2,348-0.3% |
| Participant deferral / active EE | $3,819 | $1,904+100.5% | $5,451-30.0% | $3,246+17.6% |
| Admin fee / account holder | $15 | $1,014-98.6% | $14,497-99.9% | $1,167-98.7% |