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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $478 |
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 | $27,750 | $27,632+0.4% | $61,452-54.8% | $68,486-59.5% |
| Participation rate | 84.8% | 39.5%+45.3pp | 52.6%+32.2pp | 67.9%+16.9pp |
| Annual return | -15.72% | -13.24%-2.5pp | 338.96%-354.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $886 | $696+27.3% | $1,160-23.6% | $2,597-65.9% |
| Participant deferral / active EE | $2,482 | $1,264+96.4% | $2,125+16.8% | $4,028-38.4% |
| Admin fee / account holder | $6 | $2,010-99.7% | $2,131-99.7% | $5,404-99.9% |