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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,503 |
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 | $10,438 | $37,463-72.1% | $77,100-86.5% | $66,949-84.4% |
| Participation rate | 84.4% | 52.9%+31.4pp | 67.9%+16.5pp | 69.8%+14.6pp |
| Annual return | -14.99% | -3.25%-11.7pp | 42.35%-57.3pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,061 | $1,535-30.8% | $2,815-62.3% | $2,545-58.3% |
| Participant deferral / active EE | $1,647 | $2,621-37.2% | $4,430-62.8% | $4,239-61.1% |
| Admin fee / account holder | $11 | $568-98.1% | $5,443-99.8% | $594-98.2% |