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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,430 |
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 | $31,949 | $62,928-49.2% | $172,755-81.5% | $67,579-52.7% |
| Participation rate | 58.9% | 64.5%-5.5pp | 82.6%-23.7pp | 71.3%-12.3pp |
| Annual return | 30.12% | 30.36%-0.2pp | 802.94%-772.8pp | 378.56%-348.4pp |
| Employer contribution / active EE | $63 | $1,636-96.1% | $5,144-98.8% | $2,148-97.0% |
| Participant deferral / active EE | $1,082 | $2,145-49.5% | $5,198-79.2% | $3,539-69.4% |
| Admin fee / account holder | $10 | $167-94.2% | $13,955-99.9% | $142-93.2% |