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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,101 | $31,679-27.1% | $74,722-69.1% | $65,185-64.6% |
| Participation rate | 97.7% | 40.4%+57.4pp | 54.5%+43.2pp | 70.2%+27.5pp |
| Annual return | 34.97% | 39.04%-4.1pp | 753.11%-718.1pp | 29.38%+5.6pp |
| Employer contribution / active EE | $462 | $566-18.5% | $1,084-57.4% | $2,177-78.8% |
| Participant deferral / active EE | $1,352 | $1,191+13.5% | $1,963-31.1% | $3,514-61.5% |
| Admin fee / account holder | $13 | $379-96.7% | $3,335-99.6% | $847-98.5% |