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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,408 | $46,332-84.0% | $143,799-94.8% | $64,819-88.6% |
| Participation rate | 91.3% | 64.2%+27.0pp | 80.3%+11.0pp | 71.5%+19.8pp |
| Annual return | -14.98% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $383 | $1,911-80.0% | $4,952-92.3% | $2,507-84.7% |
| Participant deferral / active EE | $1,409 | $2,647-46.8% | $5,638-75.0% | $4,311-67.3% |
| Admin fee / account holder | $8 | $154-94.7% | $14,677-99.9% | $188-95.7% |