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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $52,980 |
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 | $10,103 | $45,000-77.5% | $143,797-93.0% | $77,906-87.0% |
| Participation rate | 86.5% | 66.8%+19.6pp | 80.3%+6.1pp | 73.7%+12.8pp |
| Annual return | -14.70% | 29.03%-43.7pp | -0.04%-14.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $989 | $1,870-47.1% | $4,952-80.0% | $2,846-65.2% |
| Participant deferral / active EE | $707 | $3,157-77.6% | $5,638-87.5% | $4,805-85.3% |
| Admin fee / account holder | $11 | $98-88.9% | $14,679-99.9% | $133-91.8% |