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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $8,273 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $36,002-35.5% | $161,489-85.6% | $64,728-64.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 6.13% | 33.93%-27.8pp | 89.72%-83.6pp | 49.38%-43.3pp |
| Employer contribution / active EE | $2,341 | $1,380+69.7% | $4,268-45.2% | $2,243+4.4% |
| Participant deferral / active EE | $3,819 | $1,815+110.4% | $5,630-32.2% | $2,729+39.9% |
| Admin fee / account holder | $15 | $931-98.4% | $16,006-99.9% | $1,145-98.7% |