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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,433 |
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 | $19,732 | $58,895-66.5% | $178,503-88.9% | $73,497-73.2% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.2pp | 70.7%+22.5pp |
| Annual return | 13.73% | 24.86%-11.1pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,283 | $2,236-42.6% | $5,011-74.4% | $2,270-43.5% |
| Participant deferral / active EE | $3,396 | $2,567+32.3% | $5,202-34.7% | $3,740-9.2% |
| Admin fee / account holder | $26 | $400-93.6% | $13,987-99.8% | $513-95.0% |