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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $10,016 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,798 | $65,960-71.5% | $81,882-77.0% | $77,762-75.8% |
| Participation rate | 83.6% | 65.8%+17.8pp | 72.4%+11.2pp | 70.6%+13.0pp |
| Annual return | 13.32% | 26.64%-13.3pp | 779.47%-766.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $551 | $2,375-76.8% | $2,916-81.1% | $2,728-79.8% |
| Participant deferral / active EE | $834 | $3,505-76.2% | $4,323-80.7% | $4,651-82.1% |
| Admin fee / account holder | $16 | $526-97.0% | $7,360-99.8% | $433-96.4% |