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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $924 |
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 | $29,663 | $78,690-62.3% | $161,489-81.6% | $87,485-66.1% |
| Participation rate | 89.2% | 67.5%+21.8pp | 78.7%+10.6pp | 68.9%+20.3pp |
| Annual return | 15.92% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,254 | $2,588-12.9% | $4,268-47.2% | $2,596-13.2% |
| Participant deferral / active EE | $4,278 | $3,311+29.2% | $5,630-24.0% | $4,274+0.1% |
| Admin fee / account holder | $6 | $6,724-99.9% | $16,006-100.0% | $7,775-99.9% |