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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,220 |
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 | $27,553 | $46,332-40.5% | $143,799-80.8% | $64,819-57.5% |
| Participation rate | 91.1% | 64.2%+26.8pp | 80.3%+10.8pp | 71.5%+19.6pp |
| Annual return | -13.75% | -10.05%-3.7pp | -0.04%-13.7pp | 32.84%-46.6pp |
| Employer contribution / active EE | $1,211 | $1,911-36.6% | $4,952-75.6% | $2,507-51.7% |
| Participant deferral / active EE | $3,369 | $2,647+27.3% | $5,638-40.2% | $4,311-21.8% |
| Admin fee / account holder | $4 | $154-97.2% | $14,677-100.0% | $188-97.7% |