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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,003 |
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 | $37,375 | $60,454-38.2% | $81,844-54.3% | $74,459-49.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.33% | 16.87%-1.5pp | 778.87%-763.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $3,590 | $2,630+36.5% | $2,916+23.1% | $2,626+36.7% |
| Participant deferral / active EE | $2,262 | $3,398-33.4% | $4,323-47.7% | $4,350-48.0% |
| Admin fee / account holder | $9 | $1,490-99.4% | $7,355-99.9% | $1,945-99.5% |