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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,816 | $54,763-71.1% | $90,324-82.5% | $72,976-78.3% |
| Participation rate | 89.1% | 65.2%+23.9pp | 73.3%+15.8pp | 69.5%+19.6pp |
| Annual return | 19.93% | 30.63%-10.7pp | 78.15%-58.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,327 | $2,887-19.4% | $3,885-40.1% | $3,608-35.5% |
| Admin fee / account holder | $7 | $3,973-99.8% | $5,356-99.9% | $5,124-99.9% |