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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $14,886 |
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 | $17,917 | $50,820-64.7% | $155,567-88.5% | $77,671-76.9% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 15.24% | 34.85%-19.6pp | 64.74%-49.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $780 | $1,993-60.9% | $4,674-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $1,581 | $2,823-44.0% | $5,628-71.9% | $4,648-66.0% |
| Admin fee / account holder | $12 | $436-97.3% | $15,916-99.9% | $430-97.2% |