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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,476 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,758 | $84,784-72.0% | $98,462-75.9% | $74,473-68.1% |
| Participation rate | 93.5% | 81.5%+12.0pp | 75.2%+18.3pp | 70.7%+22.7pp |
| Annual return | 16.76% | 20.59%-3.8pp | 21.17%-4.4pp | 34.36%-17.6pp |
| Employer contribution / active EE | $1,617 | $3,364-51.9% | $3,049-47.0% | $2,638-38.7% |
| Participant deferral / active EE | $1,915 | $5,218-63.3% | $4,738-59.6% | $4,530-57.7% |
| Admin fee / account holder | $6 | $204-97.2% | $8,875-99.9% | $347-98.4% |