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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $270 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,288 | $42,910-57.4% | $60,919-70.0% | $68,490-73.3% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -14.36% | -13.99%-0.4pp | 16.96%-31.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $317 | $1,978-84.0% | $2,704-88.3% | $2,597-87.8% |
| Participant deferral / active EE | $71 | $2,866-97.5% | $3,814-98.1% | $4,028-98.2% |
| Admin fee / account holder | $6 | $3,104-99.8% | $3,228-99.8% | $5,403-99.9% |