Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $276 |
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 | $38,818 | $95,406-59.3% | $185,849-79.1% | $85,847-54.8% |
| Participation rate | 75.3% | 68.8%+6.6pp | 81.7%-6.4pp | 69.3%+6.0pp |
| Annual return | 15.65% | 23.59%-7.9pp | 122.10%-106.4pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,046 | $3,314-38.3% | $5,169-60.4% | $2,565-20.3% |
| Participant deferral / active EE | $2,472 | $3,424-27.8% | $5,569-55.6% | $3,952-37.5% |
| Admin fee / account holder | $3 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |