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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $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 | $86,050-65.5% | $189,758-84.4% | $94,015-68.4% |
| Participation rate | 89.2% | 68.9%+20.3pp | 79.8%+9.5pp | 70.8%+18.4pp |
| Annual return | 15.92% | 17.77%-1.9pp | 52.62%-36.7pp | 17.84%-1.9pp |
| Employer contribution / active EE | $2,254 | $2,819-20.1% | $4,767-52.7% | $2,790-19.2% |
| Participant deferral / active EE | $4,278 | $3,349+27.8% | $5,856-26.9% | $4,249+0.7% |
| Admin fee / account holder | $6 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |