Filed December 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7,794 |
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 | $35,164 | $50,820-30.8% | $155,567-77.4% | $77,671-54.7% |
| Participation rate | 89.0% | 63.1%+25.8pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 12.05% | 34.85%-22.8pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $1,512 | $1,993-24.1% | $4,674-67.6% | $2,726-44.5% |
| Participant deferral / active EE | $1,700 | $2,823-39.8% | $5,628-69.8% | $4,648-63.4% |
| Admin fee / account holder | $10 | $436-97.7% | $15,916-99.9% | $430-97.6% |