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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,377 |
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 | $20,268 | $65,125-68.9% | $143,797-85.9% | $66,949-69.7% |
| Participation rate | 81.5% | 65.2%+16.3pp | 80.3%+1.2pp | 69.8%+11.7pp |
| Annual return | -12.74% | -11.13%-1.6pp | -0.04%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,471 | $2,362-37.7% | $4,952-70.3% | $2,545-42.2% |
| Participant deferral / active EE | $1,824 | $2,920-37.5% | $5,638-67.6% | $4,239-57.0% |
| Admin fee / account holder | $5 | $503-98.9% | $14,679-100.0% | $594-99.1% |