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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,005 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,726 | $58,344-73.0% | $98,506-84.0% | $86,821-81.9% |
| Participation rate | 84.2% | 68.4%+15.8pp | 73.3%+10.9pp | 72.3%+11.9pp |
| Annual return | 51.57% | 43.47%+8.1pp | 1494.92%-1443.3pp | 97.94%-46.4pp |
| Employer contribution / active EE | $716 | $2,008-64.3% | $2,961-75.8% | $2,406-70.2% |
| Participant deferral / active EE | $696 | $3,156-77.9% | $4,277-83.7% | $4,132-83.1% |
| Admin fee / account holder | $5 | $138-96.1% | $5,955-99.9% | $170-96.8% |