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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 | $75,541-60.7% | $152,093-80.5% | $82,637-64.1% |
| Participation rate | 89.2% | 66.5%+22.7pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 15.92% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,254 | $2,622-14.1% | $4,175-46.0% | $2,552-11.7% |
| Participant deferral / active EE | $4,278 | $3,206+33.5% | $5,451-21.5% | $4,126+3.7% |
| Admin fee / account holder | $6 | $6,405-99.9% | $14,497-100.0% | $7,339-99.9% |