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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,473 |
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 | $22,125 | $47,766-53.7% | $82,744-73.3% | $64,819-65.9% |
| Participation rate | 83.2% | 67.7%+15.5pp | 72.6%+10.7pp | 71.5%+11.8pp |
| Annual return | -16.37% | -13.06%-3.3pp | 702.22%-718.6pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,197 | $2,182-45.1% | $3,008-60.2% | $2,507-52.3% |
| Participant deferral / active EE | $2,366 | $3,332-29.0% | $4,395-46.2% | $4,311-45.1% |
| Admin fee / account holder | $6 | $143-96.1% | $5,325-99.9% | $188-97.0% |