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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,124 |
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 | $31,596 | $81,262-61.1% | $155,602-79.7% | $80,911-60.9% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+4.9pp | 67.6%+15.5pp |
| Annual return | 15.86% | 33.34%-17.5pp | 64.81%-49.0pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,410 | $3,102-22.3% | $4,675-48.5% | $2,756-12.6% |
| Participant deferral / active EE | $4,471 | $3,451+29.5% | $5,629-20.6% | $4,297+4.0% |
| Admin fee / account holder | $9 | $7,992-99.9% | $15,923-99.9% | $6,935-99.9% |