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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $6,105 |
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 | $35,308 | $47,180-25.2% | $149,723-76.4% | $74,473-52.6% |
| Participation rate | 62.9% | 63.4%-0.6pp | 78.8%-15.9pp | 70.7%-7.9pp |
| Annual return | 16.05% | 22.75%-6.7pp | 134.50%-118.5pp | 34.36%-18.3pp |
| Employer contribution / active EE | $2,013 | $1,907+5.5% | $4,821-58.3% | $2,638-23.7% |
| Participant deferral / active EE | $1,675 | $2,730-38.6% | $5,682-70.5% | $4,530-63.0% |
| Admin fee / account holder | $5 | $343-98.4% | $13,215-100.0% | $347-98.5% |