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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,082 | $52,961-52.6% | $172,755-85.5% | $65,185-61.5% |
| Participation rate | 82.7% | 66.2%+16.5pp | 82.6%+0.1pp | 70.2%+12.5pp |
| Annual return | 12.87% | 30.12%-17.3pp | 802.94%-790.1pp | 29.38%-16.5pp |
| Employer contribution / active EE | $1,106 | $2,190-49.5% | $5,144-78.5% | $2,177-49.2% |
| Participant deferral / active EE | $799 | $2,471-67.6% | $5,198-84.6% | $3,514-77.2% |
| Admin fee / account holder | $13 | $472-97.3% | $13,955-99.9% | $847-98.5% |