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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $5,093 |
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 | $15,912 | $44,984-64.6% | $85,009-81.3% | $74,546-78.7% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 15.42% | 26.25%-10.8pp | 66.47%-51.0pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,243 | $1,458-14.7% | $2,728-54.4% | $2,624-52.6% |
| Participant deferral / active EE | $1,908 | $2,733-30.2% | $4,522-57.8% | $4,347-56.1% |
| Admin fee / account holder | $13 | $2,208-99.4% | $6,153-99.8% | $1,944-99.3% |