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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $5,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $55,423-63.1% | $155,602-86.9% | $74,400-72.5% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.7pp | 67.2%+25.6pp |
| Annual return | 10.46% | 269.07%-258.6pp | 64.81%-54.3pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $878 | $2,266-61.3% | $4,675-81.2% | $2,624-66.6% |
| Participant deferral / active EE | $586 | $2,835-79.3% | $5,629-89.6% | $4,348-86.5% |
| Admin fee / account holder | $18 | $1,744-99.0% | $15,923-99.9% | $1,944-99.1% |