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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,554 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,398 | $58,292-65.0% | $86,640-76.5% | $71,511-71.5% |
| Participation rate | 88.1% | 65.0%+23.0pp | 71.7%+16.3pp | 67.9%+20.1pp |
| Annual return | 11.06% | 21.63%-10.6pp | 592.52%-581.5pp | 28.86%-17.8pp |
| Employer contribution / active EE | $2,296 | $2,574-10.8% | $3,024-24.1% | $2,589-11.3% |
| Participant deferral / active EE | $1,017 | $3,438-70.4% | $4,438-77.1% | $4,291-76.3% |
| Admin fee / account holder | $7 | $1,057-99.3% | $5,616-99.9% | $1,588-99.6% |