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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $620 |
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 | $48,700 | $61,391-20.7% | $149,723-67.5% | $71,529-31.9% |
| Participation rate | 58.7% | 62.5%-3.9pp | 78.8%-20.1pp | 67.9%-9.3pp |
| Annual return | 21.53% | 35.88%-14.3pp | 134.50%-113.0pp | 28.97%-7.4pp |
| Employer contribution / active EE | $1,686 | $2,384-29.3% | $4,821-65.0% | $2,590-34.9% |
| Participant deferral / active EE | $3,635 | $2,921+24.4% | $5,682-36.0% | $4,291-15.3% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |