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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,604 |
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 | $12,998 | $55,470-76.6% | $155,556-91.6% | $74,478-82.5% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 11.13% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $664 | $2,267-70.7% | $4,675-85.8% | $2,626-74.7% |
| Participant deferral / active EE | $1,011 | $2,838-64.4% | $5,631-82.0% | $4,350-76.7% |
| Admin fee / account holder | $6 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |