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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,010 | $61,391-93.5% | $149,723-97.3% | $71,529-94.4% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 19.69% | 35.88%-16.2pp | 134.50%-114.8pp | 28.97%-9.3pp |
| Employer contribution / active EE | $612 | $2,384-74.3% | $4,821-87.3% | $2,590-76.4% |
| Participant deferral / active EE | $1,154 | $2,921-60.5% | $5,682-79.7% | $4,291-73.1% |
| Admin fee / account holder | $2 | $1,264-99.8% | $13,215-100.0% | $1,588-99.9% |