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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,904 | $46,332-54.9% | $143,799-85.5% | $64,819-67.8% |
| Participation rate | 66.3% | 64.2%+2.1pp | 80.3%-14.0pp | 71.5%-5.1pp |
| Annual return | -12.97% | -10.05%-2.9pp | -0.04%-12.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $826 | $1,911-56.8% | $4,952-83.3% | $2,507-67.0% |
| Participant deferral / active EE | $1,265 | $2,647-52.2% | $5,638-77.6% | $4,311-70.7% |
| Admin fee / account holder | $14 | $154-91.2% | $14,677-99.9% | $188-92.8% |