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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,455 | $47,163-54.5% | $149,696-85.7% | $74,460-71.2% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.5pp | 70.7%-42.4pp |
| Annual return | 11.58% | 22.75%-11.2pp | 134.46%-122.9pp | 34.38%-22.8pp |
| Employer contribution / active EE | $163 | $1,907-91.4% | $4,821-96.6% | $2,638-93.8% |
| Participant deferral / active EE | $996 | $2,730-63.5% | $5,682-82.5% | $4,530-78.0% |
| Admin fee / account holder | $2 | $343-99.4% | $13,212-100.0% | $348-99.4% |