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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,234 |
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 | $75,082 | $77,814-3.5% | $158,223-52.5% | $86,983-13.7% |
| Participation rate | 82.8% | 68.4%+14.3pp | 79.2%+3.6pp | 69.5%+13.2pp |
| Annual return | 14.48% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,052 | $2,592-59.4% | $4,109-74.4% | $2,584-59.3% |
| Participant deferral / active EE | $3,674 | $3,270+12.4% | $5,467-32.8% | $4,194-12.4% |
| Admin fee / account holder | $11 | $5,879-99.8% | $16,047-99.9% | $7,856-99.9% |