Filed March 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
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 | $6,556 | $65,125-89.9% | $143,797-95.4% | $66,949-90.2% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -11.82% | -11.13%-0.7pp | -0.04%-11.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $915 | $2,362-61.3% | $4,952-81.5% | $2,545-64.1% |
| Participant deferral / active EE | $1,289 | $2,920-55.8% | $5,638-77.1% | $4,239-69.6% |
| Admin fee / account holder | $4 | $503-99.3% | $14,679-100.0% | $594-99.4% |