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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $730 |
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 | $56,432 | $95,406-40.9% | $185,849-69.6% | $85,847-34.3% |
| Participation rate | 95.1% | 68.8%+26.4pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 14.21% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,007 | $3,314-69.6% | $5,169-80.5% | $2,565-60.7% |
| Participant deferral / active EE | $2,696 | $3,424-21.3% | $5,569-51.6% | $3,952-31.8% |
| Admin fee / account holder | $31 | $7,214-99.6% | $16,244-99.8% | $6,261-99.5% |