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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $40 |
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).
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 | $74,751 | $88,122-15.2% | $141,197-47.1% | $67,582+10.6% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 20.46% | 75.40%-54.9pp | 71.41%-50.9pp | 378.57%-358.1pp |
| Employer contribution / active EE | $2,927 | $3,224-9.2% | $4,736-38.2% | $2,148+36.3% |
| Participant deferral / active EE | $3,523 | $5,958-40.9% | $6,710-47.5% | $3,539-0.5% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |