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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $88 |
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 | $32,538 | $65,092-50.0% | $143,799-77.4% | $66,938-51.4% |
| Participation rate | 29.2% | 65.2%-36.0pp | 80.3%-51.1pp | 69.8%-40.6pp |
| Annual return | -16.83% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $317 | $2,362-86.6% | $4,952-93.6% | $2,545-87.5% |
| Participant deferral / active EE | $1,376 | $2,920-52.9% | $5,638-75.6% | $4,238-67.5% |
| Admin fee / account holder | $7 | $502-98.5% | $14,677-99.9% | $594-98.7% |