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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $59,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,865 | $109,359+58.1% | $162,185+6.6% | $72,976+136.9% |
| Participation rate | 88.3% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.8pp |
| Annual return | 23.99% | 25.46%-1.5pp | 115.61%-91.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,589 | $3,907-59.3% | $5,613-71.7% | $2,440-34.9% |
| Participant deferral / active EE | $15,216 | $5,481+177.6% | $7,297+108.5% | $3,608+321.8% |
| Admin fee / account holder | $465 | $7,972-94.2% | $10,844-95.7% | $5,124-90.9% |