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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,949 |
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 | $18,100 | $61,172-70.4% | $185,851-90.3% | $79,389-77.2% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 24.08% | 19.45%+4.6pp | 122.11%-98.0pp | 116.89%-92.8pp |
| Employer contribution / active EE | $1,390 | $2,321-40.1% | $5,168-73.1% | $2,428-42.7% |
| Participant deferral / active EE | $1,503 | $2,788-46.1% | $5,569-73.0% | $4,046-62.9% |
| Admin fee / account holder | $3 | $710-99.6% | $16,245-100.0% | $626-99.6% |