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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $2,187 |
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 | $16,531 | $47,163-64.9% | $149,696-89.0% | $74,460-77.8% |
| Participation rate | 89.7% | 63.4%+26.3pp | 78.8%+11.0pp | 70.7%+19.0pp |
| Annual return | 16.61% | 22.75%-6.1pp | 134.46%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,532 | $1,907-19.6% | $4,821-68.2% | $2,638-41.9% |
| Participant deferral / active EE | $2,303 | $2,730-15.7% | $5,682-59.5% | $4,530-49.2% |
| Admin fee / account holder | $5 | $343-98.4% | $13,212-100.0% | $348-98.4% |