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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,729 |
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 | $51,460 | $55,472-7.2% | $155,567-66.9% | $74,546-31.0% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 26.96% | 268.72%-241.8pp | 64.74%-37.8pp | 1366.03%-1339.1pp |
| Employer contribution / active EE | $2,028 | $2,269-10.6% | $4,674-56.6% | $2,624-22.7% |
| Participant deferral / active EE | $4,341 | $2,838+53.0% | $5,628-22.9% | $4,347-0.2% |
| Admin fee / account holder | $32 | $1,743-98.2% | $15,916-99.8% | $1,944-98.3% |