Filed October 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,133 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,108 | $52,188-78.7% | $86,656-87.2% | $74,473-85.1% |
| Participation rate | 95.5% | 66.3%+29.1pp | 71.7%+23.8pp | 70.7%+24.7pp |
| Annual return | 10.63% | 44.46%-33.8pp | 593.09%-582.5pp | 34.36%-23.7pp |
| Employer contribution / active EE | $1,890 | $2,282-17.2% | $3,025-37.5% | $2,638-28.4% |
| Participant deferral / active EE | $1,428 | $3,383-57.8% | $4,439-67.8% | $4,530-68.5% |
| Admin fee / account holder | $3 | $319-98.9% | $5,619-99.9% | $347-99.0% |