Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,119 |
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 | $22,570 | $55,472-59.3% | $155,567-85.5% | $74,546-69.7% |
| Participation rate | 62.3% | 61.9%+0.4pp | 78.2%-15.9pp | 67.2%-4.9pp |
| Annual return | 11.71% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $758 | $2,269-66.6% | $4,674-83.8% | $2,624-71.1% |
| Participant deferral / active EE | $947 | $2,838-66.6% | $5,628-83.2% | $4,347-78.2% |
| Admin fee / account holder | $13 | $1,743-99.3% | $15,916-99.9% | $1,944-99.3% |