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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,777 |
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 | $24,703 | $61,172-59.6% | $185,851-86.7% | $79,389-68.9% |
| Participation rate | 93.1% | 66.6%+26.5pp | 81.7%+11.4pp | 70.7%+22.4pp |
| Annual return | 18.97% | 19.45%-0.5pp | 122.11%-103.1pp | 116.89%-97.9pp |
| Employer contribution / active EE | $1,430 | $2,321-38.4% | $5,168-72.3% | $2,428-41.1% |
| Participant deferral / active EE | $3,036 | $2,788+8.9% | $5,569-45.5% | $4,046-25.0% |
| Admin fee / account holder | $7 | $710-98.9% | $16,245-100.0% | $626-98.8% |