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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,752 |
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 | $24,987 | $55,470-55.0% | $155,556-83.9% | $74,478-66.5% |
| Participation rate | 54.6% | 61.9%-7.3pp | 78.2%-23.6pp | 67.2%-12.6pp |
| Annual return | 13.53% | 269.80%-256.3pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,185 | $2,267-47.7% | $4,675-74.7% | $2,626-54.9% |
| Participant deferral / active EE | $1,431 | $2,838-49.6% | $5,631-74.6% | $4,350-67.1% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |