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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,210 |
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 | $61,618 | $50,820+21.2% | $155,567-60.4% | $77,671-20.7% |
| Participation rate | 61.9% | 63.1%-1.2pp | 78.2%-16.3pp | 70.6%-8.7pp |
| Annual return | 16.56% | 34.85%-18.3pp | 64.74%-48.2pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,730 | $1,993-13.2% | $4,674-63.0% | $2,726-36.6% |
| Participant deferral / active EE | $3,011 | $2,823+6.7% | $5,628-46.5% | $4,648-35.2% |
| Admin fee / account holder | $6 | $436-98.6% | $15,916-100.0% | $430-98.6% |