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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $773 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,581 | $65,092-62.2% | $143,799-82.9% | $66,938-63.3% |
| Participation rate | 33.8% | 65.2%-31.4pp | 80.3%-46.5pp | 69.8%-36.0pp |
| Annual return | -9.95% | -11.14%+1.2pp | -0.04%-9.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $311 | $2,362-86.8% | $4,952-93.7% | $2,545-87.8% |
| Participant deferral / active EE | $1,367 | $2,920-53.2% | $5,638-75.8% | $4,238-67.8% |
| Admin fee / account holder | $7 | $502-98.6% | $14,677-100.0% | $594-98.8% |