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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,885 |
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 | $8,207 | $46,332-82.3% | $143,797-94.3% | $64,824-87.3% |
| Participation rate | 67.4% | 64.2%+3.2pp | 80.3%-12.9pp | 71.5%-4.1pp |
| Annual return | -11.75% | -10.05%-1.7pp | -0.04%-11.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $1,603 | $1,911-16.1% | $4,952-67.6% | $2,507-36.1% |
| Participant deferral / active EE | $201 | $2,647-92.4% | $5,638-96.4% | $4,311-95.3% |
| Admin fee / account holder | $17 | $154-88.9% | $14,679-99.9% | $188-90.9% |