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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,388 |
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 | $12,924 | $52,188-75.2% | $86,640-85.1% | $74,460-82.6% |
| Participation rate | 88.6% | 66.3%+22.3pp | 71.7%+16.9pp | 70.7%+17.9pp |
| Annual return | 10.99% | 44.46%-33.5pp | 592.52%-581.5pp | 34.38%-23.4pp |
| Employer contribution / active EE | $997 | $2,282-56.3% | $3,024-67.0% | $2,638-62.2% |
| Participant deferral / active EE | $1,085 | $3,383-67.9% | $4,438-75.5% | $4,530-76.0% |
| Admin fee / account holder | $6 | $319-98.0% | $5,616-99.9% | $348-98.2% |