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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,163 |
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 | $24,409 | $51,184-52.3% | $66,439-63.3% | $86,983-71.9% |
| Participation rate | 56.1% | 68.5%-12.4pp | 74.5%-18.4pp | 69.5%-13.4pp |
| Annual return | 12.41% | 17.07%-4.7pp | 757.66%-745.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $9 | $2,023-99.6% | $2,637-99.7% | $2,584-99.7% |
| Participant deferral / active EE | $1,611 | $2,927-45.0% | $3,876-58.4% | $4,194-61.6% |
| Admin fee / account holder | $7 | $4,154-99.8% | $6,173-99.9% | $7,856-99.9% |