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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,819 |
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 | $42,946 | $46,332-7.3% | $143,799-70.1% | $64,819-33.7% |
| Participation rate | 98.4% | 64.2%+34.2pp | 80.3%+18.1pp | 71.5%+26.9pp |
| Annual return | -14.74% | -10.05%-4.7pp | -0.04%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $3,459 | $1,911+81.0% | $4,952-30.1% | $2,507+38.0% |
| Participant deferral / active EE | $2,224 | $2,647-16.0% | $5,638-60.6% | $4,311-48.4% |
| Admin fee / account holder | $7 | $154-95.6% | $14,677-100.0% | $188-96.4% |