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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,093 |
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 | $15,912 | $45,123-64.7% | $85,240-81.3% | $74,478-78.6% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 15.42% | 26.32%-10.9pp | 66.75%-51.3pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,243 | $1,459-14.8% | $2,735-54.5% | $2,626-52.7% |
| Participant deferral / active EE | $1,908 | $2,736-30.3% | $4,527-57.9% | $4,350-56.2% |
| Admin fee / account holder | $13 | $2,215-99.4% | $6,165-99.8% | $1,946-99.3% |