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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,253 | $47,180-55.0% | $149,723-85.8% | $74,473-71.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 13.17% | 22.75%-9.6pp | 134.50%-121.3pp | 34.36%-21.2pp |
| Employer contribution / active EE | $1,937 | $1,907+1.6% | $4,821-59.8% | $2,638-26.6% |
| Participant deferral / active EE | $1,558 | $2,730-42.9% | $5,682-72.6% | $4,530-65.6% |
| Admin fee / account holder | $8 | $343-97.6% | $13,215-99.9% | $347-97.6% |