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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,003 |
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 | $21,756 | $61,356-64.5% | $149,696-85.5% | $71,511-69.6% |
| Participation rate | 54.6% | 62.5%-7.9pp | 78.8%-24.2pp | 67.9%-13.3pp |
| Annual return | 14.26% | 35.86%-21.6pp | 134.46%-120.2pp | 28.86%-14.6pp |
| Employer contribution / active EE | $558 | $2,382-76.6% | $4,821-88.4% | $2,589-78.4% |
| Participant deferral / active EE | $838 | $2,920-71.3% | $5,682-85.2% | $4,291-80.5% |
| Admin fee / account holder | $6 | $1,263-99.5% | $13,212-100.0% | $1,588-99.6% |