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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $5,455 |
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 | $14,456 | $56,511-74.4% | $185,837-92.2% | $86,813-83.3% |
| Participation rate | 93.8% | 65.5%+28.2pp | 81.7%+12.0pp | 72.3%+21.5pp |
| Annual return | 26.80% | 118.12%-91.3pp | 122.08%-95.3pp | 97.93%-71.1pp |
| Employer contribution / active EE | $990 | $1,844-46.3% | $5,168-80.8% | $2,406-58.9% |
| Participant deferral / active EE | $1,129 | $2,554-55.8% | $5,568-79.7% | $4,131-72.7% |
| Admin fee / account holder | $7 | $150-95.4% | $16,241-100.0% | $170-96.0% |