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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $25,587 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,871 | $63,768-75.1% | $98,483-83.9% | $79,391-80.0% |
| Participation rate | 53.6% | 69.9%-16.2pp | 73.3%-19.7pp | 70.7%-17.1pp |
| Annual return | 44.74% | 626.18%-581.4pp | 1494.38%-1449.6pp | 116.88%-72.1pp |
| Employer contribution / active EE | $480 | $2,558-81.2% | $2,961-83.8% | $2,428-80.2% |
| Participant deferral / active EE | $926 | $3,305-72.0% | $4,276-78.3% | $4,046-77.1% |
| Admin fee / account holder | $220 | $516-57.3% | $5,953-96.3% | $627-64.9% |