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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $256 |
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 | $24,701 | $77,908-68.3% | $149,696-83.5% | $75,173-67.1% |
| Participation rate | 89.0% | 65.6%+23.4pp | 78.8%+10.2pp | 67.2%+21.8pp |
| Annual return | 16.47% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $2,582 | $3,138-17.7% | $4,821-46.4% | $2,671-3.3% |
| Participant deferral / active EE | $4,432 | $3,411+29.9% | $5,682-22.0% | $4,126+7.4% |
| Admin fee / account holder | $2 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |