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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $872 |
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 | $78,819 | $79,694-1.1% | $96,171-18.0% | $79,391-0.7% |
| Participation rate | 97.1% | 54.0%+43.2pp | 68.4%+28.7pp | 70.7%+26.4pp |
| Annual return | 20.85% | 40.84%-20.0pp | 192.04%-171.2pp | 116.88%-96.0pp |
| Employer contribution / active EE | $3,802 | $1,443+163.4% | $2,799+35.9% | $2,428+56.6% |
| Participant deferral / active EE | $5,696 | $2,539+124.4% | $4,350+30.9% | $4,046+40.8% |
| Admin fee / account holder | $6 | $630-99.0% | $5,538-99.9% | $627-99.0% |