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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,666 |
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 | $51,011 | $55,446-8.0% | $155,574-67.2% | $74,429-31.5% |
| Participation rate | 34.1% | 61.9%-27.8pp | 78.2%-44.1pp | 67.2%-33.1pp |
| Annual return | 30.12% | 269.20%-239.1pp | 64.87%-34.7pp | 1368.38%-1338.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,559 | $2,836-45.0% | $5,629-72.3% | $4,348-64.2% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,914-100.0% | $1,944-99.6% |