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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,644 |
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 | $104,323 | $60,119+73.5% | $90,414+15.4% | $79,860+30.6% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 69.6%+24.6pp |
| Annual return | 11.93% | 71.94%-60.0pp | 1293.19%-1281.3pp | 31.72%-19.8pp |
| Employer contribution / active EE | $6,144 | $2,068+197.1% | $3,262+88.3% | $2,471+148.7% |
| Participant deferral / active EE | $6,750 | $2,938+129.8% | $3,963+70.3% | $3,740+80.5% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |