Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,924 | $61,391-46.4% | $149,723-78.0% | $71,529-54.0% |
| Participation rate | 67.2% | 62.5%+4.6pp | 78.8%-11.6pp | 67.9%-0.8pp |
| Annual return | 22.45% | 35.88%-13.4pp | 134.50%-112.0pp | 28.97%-6.5pp |
| Employer contribution / active EE | $688 | $2,384-71.1% | $4,821-85.7% | $2,590-73.4% |
| Participant deferral / active EE | $1,686 | $2,921-42.3% | $5,682-70.3% | $4,291-60.7% |
| Admin fee / account holder | $6 | $1,264-99.5% | $13,215-100.0% | $1,588-99.6% |