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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $5,555 |
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 | $42,251 | $70,879-40.4% | $189,575-77.7% | $79,391-46.8% |
| Participation rate | 97.7% | 68.0%+29.7pp | 78.4%+19.3pp | 70.7%+27.0pp |
| Annual return | 16.25% | 20.70%-4.4pp | 64.19%-47.9pp | 116.88%-100.6pp |
| Employer contribution / active EE | $2,375 | $1,806+31.5% | $4,412-46.2% | $2,428-2.2% |
| Participant deferral / active EE | $4,431 | $4,081+8.6% | $6,174-28.2% | $4,046+9.5% |
| Admin fee / account holder | $16 | $647-97.6% | $9,806-99.8% | $627-97.5% |