Filed October 30, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,196 | $73,863-56.4% | $143,797-77.6% | $68,490-53.0% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -15.40% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,156 | $3,185-32.3% | $4,952-56.5% | $2,597-17.0% |
| Participant deferral / active EE | $3,042 | $3,385-10.1% | $5,638-46.0% | $4,028-24.5% |
| Admin fee / account holder | $3 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |