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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,493 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,755 | $55,437+101.6% | $155,534-28.1% | $74,459+50.1% |
| Participation rate | 34.9% | 61.9%-27.0pp | 78.2%-43.4pp | 67.2%-32.4pp |
| Annual return | 13.03% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,233 | $2,837-21.3% | $5,630-60.3% | $4,350-48.7% |
| Admin fee / account holder | $10 | $1,742-99.4% | $15,900-99.9% | $1,945-99.5% |