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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,052 |
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 | $15,232 | $46,332-67.1% | $143,797-89.4% | $64,824-76.5% |
| Participation rate | 89.4% | 64.2%+25.2pp | 80.3%+9.1pp | 71.5%+17.9pp |
| Annual return | -14.14% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,473 | $1,911-22.9% | $4,952-70.3% | $2,507-41.3% |
| Participant deferral / active EE | $2,116 | $2,647-20.1% | $5,638-62.5% | $4,311-50.9% |
| Admin fee / account holder | $13 | $154-91.5% | $14,679-99.9% | $188-93.0% |