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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $914 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,883 | $58,895-76.4% | $178,503-92.2% | $73,497-81.1% |
| Participation rate | 95.0% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.4pp |
| Annual return | 7.12% | 24.86%-17.7pp | 151.12%-144.0pp | 28.51%-21.4pp |
| Employer contribution / active EE | $458 | $2,236-79.5% | $5,011-90.9% | $2,270-79.8% |
| Participant deferral / active EE | $1,649 | $2,567-35.8% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $28 | $400-93.1% | $13,987-99.8% | $513-94.6% |