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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,474 | $46,332-79.6% | $143,797-93.4% | $64,824-85.4% |
| Participation rate | 48.9% | 64.2%-15.3pp | 80.3%-31.4pp | 71.5%-22.5pp |
| Annual return | -15.03% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $368 | $1,911-80.7% | $4,952-92.6% | $2,507-85.3% |
| Participant deferral / active EE | $679 | $2,647-74.4% | $5,638-88.0% | $4,311-84.3% |
| Admin fee / account holder | $8 | $154-94.6% | $14,679-99.9% | $188-95.6% |