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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $5,067 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,102 | $65,946-78.6% | $81,783-82.8% | $77,671-81.8% |
| Participation rate | 90.0% | 65.8%+24.2pp | 72.4%+17.6pp | 70.6%+19.4pp |
| Annual return | 10.15% | 26.65%-16.5pp | 775.05%-764.9pp | 31.21%-21.1pp |
| Employer contribution / active EE | $1,041 | $2,371-56.1% | $2,913-64.3% | $2,726-61.8% |
| Participant deferral / active EE | $1,105 | $3,507-68.5% | $4,320-74.4% | $4,648-76.2% |
| Admin fee / account holder | $9 | $527-98.3% | $7,380-99.9% | $430-97.9% |