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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,894 |
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 | $37,367 | $61,391-39.1% | $149,723-75.0% | $71,529-47.8% |
| Participation rate | 86.7% | 62.5%+24.1pp | 78.8%+7.9pp | 67.9%+18.7pp |
| Annual return | 19.15% | 35.88%-16.7pp | 134.50%-115.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,314 | $2,384-44.9% | $4,821-72.7% | $2,590-49.2% |
| Participant deferral / active EE | $4,117 | $2,921+41.0% | $5,682-27.5% | $4,291-4.1% |
| Admin fee / account holder | $33 | $1,264-97.4% | $13,215-99.7% | $1,588-97.9% |