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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,066 |
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 | $39,350 | $65,125-39.6% | $143,797-72.6% | $66,949-41.2% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -12.52% | -11.13%-1.4pp | -0.04%-12.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $2,587 | $2,362+9.5% | $4,952-47.8% | $2,545+1.6% |
| Participant deferral / active EE | $4,845 | $2,920+65.9% | $5,638-14.1% | $4,239+14.3% |
| Admin fee / account holder | $9 | $503-98.2% | $14,679-99.9% | $594-98.5% |