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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,178 |
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 | $42,975 | $63,768-32.6% | $98,477-56.4% | $79,393-45.9% |
| Participation rate | 94.1% | 69.9%+24.3pp | 73.3%+20.8pp | 70.7%+23.4pp |
| Annual return | 18.87% | 626.18%-607.3pp | 1493.59%-1474.7pp | 116.87%-98.0pp |
| Employer contribution / active EE | $669 | $2,558-73.9% | $2,961-77.4% | $2,428-72.5% |
| Participant deferral / active EE | $2,255 | $3,305-31.8% | $4,276-47.3% | $4,046-44.3% |
| Admin fee / account holder | $5 | $516-99.0% | $5,951-99.9% | $627-99.2% |