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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,485 |
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 | $21,331 | $46,332-54.0% | $143,799-85.2% | $64,819-67.1% |
| Participation rate | 91.5% | 64.2%+27.2pp | 80.3%+11.2pp | 71.5%+20.0pp |
| Annual return | -12.61% | -10.05%-2.6pp | -0.04%-12.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $719 | $1,911-62.4% | $4,952-85.5% | $2,507-71.3% |
| Participant deferral / active EE | $2,356 | $2,647-11.0% | $5,638-58.2% | $4,311-45.3% |
| Admin fee / account holder | $13 | $154-91.4% | $14,677-99.9% | $188-93.0% |