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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $34,207 | $51,223-33.2% | $82,763-58.7% | $66,949-48.9% |
| Participation rate | 80.6% | 67.9%+12.7pp | 72.6%+8.0pp | 69.8%+10.8pp |
| Annual return | -9.54% | -9.85%+0.3pp | 702.45%-712.0pp | 1.57%-11.1pp |
| Employer contribution / active EE | $2,518 | $2,611-3.6% | $3,008-16.3% | $2,545-1.1% |
| Participant deferral / active EE | $1,072 | $3,460-69.0% | $4,395-75.6% | $4,239-74.7% |
| Admin fee / account holder | $22 | $415-94.7% | $5,325-99.6% | $594-96.3% |