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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,503 |
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 | $10,438 | $37,393-72.1% | $77,027-86.4% | $66,923-84.4% |
| Participation rate | 84.4% | 52.9%+31.5pp | 67.9%+16.5pp | 69.8%+14.6pp |
| Annual return | -14.99% | -3.29%-11.7pp | 42.32%-57.3pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,061 | $1,531-30.7% | $2,813-62.3% | $2,545-58.3% |
| Participant deferral / active EE | $1,647 | $2,617-37.1% | $4,427-62.8% | $4,237-61.1% |
| Admin fee / account holder | $11 | $567-98.1% | $5,425-99.8% | $593-98.2% |