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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 | $76,407-61.2% | $150,298-80.3% | $82,448-64.0% |
| Participation rate | 89.2% | 66.4%+22.9pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 15.92% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,254 | $2,614-13.8% | $4,154-45.7% | $2,551-11.7% |
| Participant deferral / active EE | $4,278 | $3,214+33.1% | $5,453-21.5% | $4,139+3.4% |
| Admin fee / account holder | $6 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |