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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,284 |
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 | $27,341 | $52,967-48.4% | $172,753-84.2% | $65,186-58.1% |
| Participation rate | 88.1% | 66.2%+21.9pp | 82.6%+5.4pp | 70.2%+17.9pp |
| Annual return | 22.58% | 30.12%-7.5pp | 803.00%-780.4pp | 29.39%-6.8pp |
| Employer contribution / active EE | $1,654 | $2,190-24.5% | $5,144-67.8% | $2,177-24.0% |
| Participant deferral / active EE | $2,034 | $2,471-17.7% | $5,198-60.9% | $3,514-42.1% |
| Admin fee / account holder | $5 | $472-98.8% | $13,956-100.0% | $847-99.4% |