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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,470 |
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 | $29,303 | $61,166-52.1% | $185,849-84.2% | $79,391-63.1% |
| Participation rate | 80.9% | 66.6%+14.3pp | 81.7%-0.8pp | 70.7%+10.2pp |
| Annual return | 17.05% | 19.45%-2.4pp | 122.10%-105.0pp | 116.88%-99.8pp |
| Employer contribution / active EE | $929 | $2,321-60.0% | $5,169-82.0% | $2,428-61.7% |
| Participant deferral / active EE | $2,166 | $2,789-22.3% | $5,569-61.1% | $4,046-46.5% |
| Admin fee / account holder | $121 | $710-83.0% | $16,244-99.3% | $627-80.8% |