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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $912 |
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 | $39,152 | $61,391-36.2% | $149,723-73.9% | $71,529-45.3% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 19.21% | 35.88%-16.7pp | 134.50%-115.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $3,468 | $2,384+45.5% | $4,821-28.1% | $2,590+33.9% |
| Participant deferral / active EE | $4,569 | $2,921+56.4% | $5,682-19.6% | $4,291+6.5% |
| Admin fee / account holder | $5 | $1,264-99.6% | $13,215-100.0% | $1,588-99.7% |