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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
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 | $16,058 | $46,332-65.3% | $143,799-88.8% | $64,819-75.2% |
| Participation rate | 79.4% | 64.2%+15.2pp | 80.3%-0.9pp | 71.5%+8.0pp |
| Annual return | -14.19% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,260 | $1,911-34.0% | $4,952-74.5% | $2,507-49.7% |
| Participant deferral / active EE | $1,478 | $2,647-44.2% | $5,638-73.8% | $4,311-65.7% |
| Admin fee / account holder | $7 | $154-95.5% | $14,677-100.0% | $188-96.3% |