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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,610 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,705 | $38,165+1.4% | $189,758-79.6% | $69,255-44.1% |
| Participation rate | 31.3% | 66.7%-35.4pp | 79.8%-48.5pp | 69.0%-37.7pp |
| Annual return | 12.44% | 14.65%-2.2pp | 52.62%-40.2pp | 26.73%-14.3pp |
| Employer contribution / active EE | $311 | $1,589-80.4% | $4,767-93.5% | $2,645-88.2% |
| Participant deferral / active EE | $1,089 | $2,073-47.5% | $5,856-81.4% | $2,890-62.3% |
| Admin fee / account holder | $7 | $714-99.0% | $20,388-100.0% | $733-99.1% |