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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 | $45,126-64.7% | $85,187-81.3% | $74,459-78.6% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 15.42% | 26.30%-10.9pp | 66.67%-51.2pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,243 | $1,460-14.8% | $2,732-54.5% | $2,626-52.6% |
| Participant deferral / active EE | $1,908 | $2,738-30.3% | $4,525-57.8% | $4,350-56.1% |
| Admin fee / account holder | $13 | $2,212-99.4% | $6,162-99.8% | $1,945-99.3% |