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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,275 | $73,848-36.0% | $143,799-67.1% | $68,486-31.0% |
| Participation rate | 62.8% | 66.7%-3.9pp | 80.3%-17.5pp | 67.9%-5.1pp |
| Annual return | -8.75% | 0.91%-9.7pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,032 | $3,385-69.5% | $5,638-81.7% | $4,028-74.4% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |